Paraplanner - £35,000 - £45,000 - Hybrid

Job Title: Paraplanner
Location: Bromsgrove, Worcestershire (Hybrid - 3 Days in Office)
Salary: £33,500 - £45,000
Job Type: Full-Time | Permanent

A well-regarded independent financial planning firm is on the lookout for an experienced paraplanner to join their technical team. This hybrid role offers the perfect blend of home and office-based work, supporting a team of advisers with high-quality financial research and client reporting.

As a financial planning paraplanner, you’ll play a key role in delivering compliant, well-researched suitability reports across multiple financial advice areas. You'll support advisers in developing tailored client strategies and ensure technical accuracy in all documentation.

Key responsibilities include:

• Conducting thorough research on investment and pension products using approved software tools.

• Producing detailed reports for clients, including complex cases such as pension transfers and tax planning.

• Collaborating closely with advisers to ensure accurate case progression and strong client outcomes.

• Participating in firm-wide research initiatives and supporting the training of junior team members or trainee paraplanners.

• Staying current with regulatory and industry changes to ensure all advice meets compliance standards.

To succeed in this paraplanning position, you’ll need:

• Diploma in Financial Planning (DipPFS or equivalent).

• Prior experience as a technical paraplanner within an IFA or wealth management firm.

• Excellent written skills with a strong grasp of financial concepts and cashflow modelling.

• Confidence using financial planning tools and CRM systems.

• A meticulous eye for detail and a passion for quality, client-focused work.

• Hybrid working model: 3 days in-office, 2 days from home.

• Competitive salary and annual discretionary bonus.

• Excellent holiday package including birthday off and holiday buy/sell scheme.

• Company pension and death-in-service benefits.

• Access to health cashback plans, gym discounts, and a wide range of retailer perks.

• Ongoing professional development and tailored career progression plans.

Whether you're a seasoned paraplanner, a rising star looking to deepen your technical expertise, or simply seeking a new challenge in a supportive, people-first environment, this could be your next career move.

Apply now to find out more.