Paraplanner Salary: 38,000- 42,000 per annum, depending on experience Location: West Midlands / Sutton Coldfield Working pattern: Office - Flexible on Hours & Structure Employment: Permanent About Our Client Our Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers. They are looking for an experienced Paraplanner to join their team and become a key part of the business. This is an opportunity to work closely with the advisers in a friendly, professional environment, with genuine responsibility and the opportunity to make a real contribution to the continued growth of the firm. The role You will work closely with our two advisers, providing high-quality technical and paraplanning support across the full advice process. We are looking for someone who is experienced, organised and confident working independently, with the ability to take ownership of cases and deliver high-quality work...

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across...

About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation. Conduct detailed research across pensions, investments, protection, and retirement planning products. Analyse existing client arrangements and identify planning opportunities. Assist Advisers in developing bespoke financial strategies for clients. Ensure all recommendations comply with regulatory and company standards. Liaise with providers, clients, and...