Position details
QUALIFIED PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Edgbaston
£43000 - £45000 18/05/2026
NJR16505
£43000 - £45000 18/05/2026
NJR16505
DESCRIPTION
Qualified Paraplanner
Location: Edgbaston
Salary: Up to £45,000 (dependent on experience)
Role Purpose
An excellent opportunity has arisen for an experienced Paraplanner to join a professional and client-focused financial planning team in Edgbaston.
You will work closely with Financial Planners to deliver compliant, high-quality advice, ensuring clients receive clear, well-researched and professionally prepared suitability reports and recommendations.
This role is ideal for a technically strong paraplanner who enjoys research, report writing, and contributing to robust compliance and due diligence processes.
Key Responsibilities
\" Work closely with Financial Planners to understand client objectives and planning needs
\" Assist in gathering information and supporting administrators to ensure comprehensive client data is obtained
\" Identify planning opportunities and research appropriate solutions, including tax calculations where required
\" Ensure all information aligns with \'Know Your Client\' (KYC) principles and internal policies
\" Prepare detailed suitability reports and recommendations for Financial Planner approval
\" Ensure all compliance documentation is complete prior to presentation of advice
\" Obtain client declarations and signed authorisations before any transaction takes place
\" Conduct fund research and analysis using tools such as FE Analytics
\" Produce pension switch analysis using Selectapension
\" Prepare cashflow reports using Conquest
\" Maintain suitability report templates in line with regulatory and tax year changes
\" Maintain a due diligence library covering funds, providers and platforms
\" Prepare monthly cumulative return tables for Financial Planners and Team Leaders
Knowledge & Experience
\" Minimum 2 years\' experience in a Paraplanning role within an IFA firm
\" DipPFS qualified or equivalent Level 4 qualification
\" Strong understanding of the full financial planning process
\" Experience across a broad range of financial products
\" Confident using financial planning and research software
\" Strong attention to detail and commitment to compliance
Key Competencies
\" High-quality service delivery
\" Strong client communication skills
\" Team collaboration
\" Excellent planning and prioritisation
\" Ability to work independently and achieve agreed outcomes
\" Integrity, honesty and professionalism
\" Adaptable and enthusiastic approach
\" Reliable and dependable
Benefits include:
\" 3% employer pension contribution (salary sacrifice available)
\" 23 days annual leave plus Bank Holidays (increasing to 25 days with service)
\" 4x salary Group Life cover*
\" Income Protection
\" Company Sick Pay*
\" Employee Assistance Programme
\" Financial wellbeing support
(*Available following successful completion of probation.)
Apply today via NJR Recruitment or call quoting the reference NJR16505
Location: Edgbaston
Salary: Up to £45,000 (dependent on experience)
Role Purpose
An excellent opportunity has arisen for an experienced Paraplanner to join a professional and client-focused financial planning team in Edgbaston.
You will work closely with Financial Planners to deliver compliant, high-quality advice, ensuring clients receive clear, well-researched and professionally prepared suitability reports and recommendations.
This role is ideal for a technically strong paraplanner who enjoys research, report writing, and contributing to robust compliance and due diligence processes.
Key Responsibilities
\" Work closely with Financial Planners to understand client objectives and planning needs
\" Assist in gathering information and supporting administrators to ensure comprehensive client data is obtained
\" Identify planning opportunities and research appropriate solutions, including tax calculations where required
\" Ensure all information aligns with \'Know Your Client\' (KYC) principles and internal policies
\" Prepare detailed suitability reports and recommendations for Financial Planner approval
\" Ensure all compliance documentation is complete prior to presentation of advice
\" Obtain client declarations and signed authorisations before any transaction takes place
\" Conduct fund research and analysis using tools such as FE Analytics
\" Produce pension switch analysis using Selectapension
\" Prepare cashflow reports using Conquest
\" Maintain suitability report templates in line with regulatory and tax year changes
\" Maintain a due diligence library covering funds, providers and platforms
\" Prepare monthly cumulative return tables for Financial Planners and Team Leaders
Knowledge & Experience
\" Minimum 2 years\' experience in a Paraplanning role within an IFA firm
\" DipPFS qualified or equivalent Level 4 qualification
\" Strong understanding of the full financial planning process
\" Experience across a broad range of financial products
\" Confident using financial planning and research software
\" Strong attention to detail and commitment to compliance
Key Competencies
\" High-quality service delivery
\" Strong client communication skills
\" Team collaboration
\" Excellent planning and prioritisation
\" Ability to work independently and achieve agreed outcomes
\" Integrity, honesty and professionalism
\" Adaptable and enthusiastic approach
\" Reliable and dependable
Benefits include:
\" 3% employer pension contribution (salary sacrifice available)
\" 23 days annual leave plus Bank Holidays (increasing to 25 days with service)
\" 4x salary Group Life cover*
\" Income Protection
\" Company Sick Pay*
\" Employee Assistance Programme
\" Financial wellbeing support
(*Available following successful completion of probation.)
Apply today via NJR Recruitment or call quoting the reference NJR16505
Apply Now
