Senior paraplanner Work, Jobs in Northfield, Wmd (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
9d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
4d
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
4d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
13d
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply

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Paraplanner
AFH Financial Group —Bromsgrove
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
Paraplanner
Derek Mills Wealth Consultancy —Solihull
Do you have at least 2 years of experience in the Financial Services or Wealth Management sector? Inputting data into financial planning and tax calculation…
£30,000 - £36,000 a year
Quick apply
9d

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senior paraplanner jobs near northfield, wmd

Senior Paraplanner

RGH‑Global Limited
Birmingham

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Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Birmingham (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

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