Senior Paraplanner £41,000-£56,000 Hybrid

Job Title: Senior Paraplanner
Location: Bromsgrove, Worcestershire (Hybrid - 3 days in office)
Salary: £41,000 - £56,000 per annum
Job Type: Full-Time | Permanent

An exciting opportunity has arisen for a Senior Paraplanner to join a well-established and forward-thinking financial planning firm based in Bromsgrove. This role sits within a high-performing Technical Research team and is ideal for an experienced paraplanner looking to step into a senior-level role with added responsibilities, career development, and hybrid flexibility.

As part of the firm's continued growth, they are looking for a paraplanning professional with a strong technical background who can support financial advisers in delivering outstanding client outcomes. You’ll play a key part in preparing complex reports and financial plans, offering guidance to junior team members, and contributing to process enhancements.

• Conduct detailed financial research using approved tools and platforms.

• Draft bespoke suitability reports and holistic financial plans across various product areas.

• Liaise with advisers and stakeholders to ensure smooth case progression and client satisfaction.

• Keep all client records, provider details, and documentation accurately updated on internal systems.

• Perform tax and pension calculations as part of tailored client planning.

• Mentor and support junior paraplanners while ensuring teamwide consistency in output.

• Contribute to the improvement of paraplanning processes and ensure best practices are followed.

• Stay updated with FCA compliance guidelines and internal advice frameworks.

• Level 4 Diploma in Financial Planning (minimum), ideally working toward Chartered status.

• Solid experience working as a paraplanner in a regulated IFA or wealth management setting.

• Proficiency in cashflow modelling, investment analysis, and complex case construction.

• Strong written and verbal communication with a high degree of accuracy and attention to detail.

• Comfortable using Microsoft Office and financial planning software.

• Hybrid working structure (3 days in the office)

• Competitive base salary with performance-related bonus

• Generous holiday entitlement, including your birthday off and flexible buy/sell options

• Royal London contributory pension and death-in-service cover

• Health cashback plan and discounts on health clubs and high-street brands

• Annual company events and socials

• Professional development support tailored to your career as a technical paraplanner

This is a fantastic opportunity for a skilled paraplanning expert ready to advance their career in a collaborative, dynamic, and well-supported environment. If you’re a detail-oriented professional who thrives in a team and enjoys solving complex financial puzzles, we want to hear from you.

Apply today and take your next step as a Senior Paraplanner.