Senior Paraplanner - Hybrid Role with Career Progression - Up to £56,000 - Bromsgrove

Senior Paraplanner
Location: Bromsgrove - Hybrid (3 days in the office)
Salary: Up to £56,000 (dependent on experience)
Duration: Full-time, Permanent

We are working with a highly regarded Independent Financial Advisory (IFA) firm that is expanding its team and looking for an experienced Senior Paraplanner. This is an exciting opportunity to work in a progressive, client-focused firm where your expertise will be valued and your career growth actively supported.

Why Join Us?

?Impactful Work: Play a key role in shaping clients' financial futures by delivering high-quality financial planning support.
?Career Progression: A clear pathway for professional growth, whether you aspire to lead a paraplanning team, transition into advising, or specialise in complex financial planning cases.
?Work-Life Balance: Hybrid working model with 3 days in the office and flexibility to work remotely.
?Supportive Culture: Join a collaborative, forward-thinking team that values innovation, expertise, and career development.

Key Responsibilities

• Prepare documentation and reports for client meetings, ensuring accuracy and compliance.

• Conduct research and analysis on investment strategies, pensions, and protection products.

• Produce suitability reports, pension reviews, and financial planning documents.

• Liaise with financial advisers and clients to ensure smooth implementation of recommendations.

• Support ongoing client reviews and assist in maintaining financial plans.

• Contribute to process improvements and best practices within the paraplanning team.

What’s on Offer?

• Salary up to £45,000 (dependent on experience)

• Hybrid working (3 days in the office, 2 days from home)

• Flexible working potential to accommodate personal and professional needs

• Study support for further professional qualifications

• Career progression opportunities with tailored development plans

• Competitive benefits package

Benefits & Perks

• Flexible Working & Holidays- Competitive holiday allowance, annual buy & sell scheme, your birthday off, and additional holiday days for long service.
• Social Perks- Celebrate success with annual Christmas and Summer parties.
• Pension & Life Cover- Contributory pension scheme and death-in-service benefit.
• Bonus Scheme- Competitive salary with a discretionary annual bonus after a year’s service.
• Health & Wellbeing- Access to the MediCashapp for cashback on health services, discounted health club memberships, and free healthcare benefits.
• Professional Development- Structured learning and development programs tailored to your career ambitions.
• Shopping Discounts- Discounts and cashback from major retailers, supermarkets and access to free online training courses.

This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a dynamic, growing IFA firm. If you have strong technical knowledge, a passion for financial planning and want to work in a company that truly invests in its people, apply today!

Keywords:Paraplanner, Senior Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services