Paraplanner Work, Jobs in Stafford, Sts (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
7d
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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
6d
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
6d
Independent Financial Advisor
Jerroms —Halesowen
- Organisational skills
- Communication skills
Quick apply

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Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
This position bridges the gap between high-level paraplanning and face-to-face client advising, providing a fully funded, transparent route to becoming a fully…
£38,000 - £42,000 a year
Quick apply
12d
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.

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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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