Senior paraplanner Work, Jobs in Tamworth, Sts (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Paraplanner
AMG Wealth Management —Allestree
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
Quick apply
12d
Senior Client Manager (Paraplanner)
Fairstone Financial Management (West Midlands Hub) —Brierley Hill
- £30,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
8d
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Paraplanner
Foster Denovo —Derby
- Hybrid work
- Employee discount
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme

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Senior Paraplanner
RGH‑Global Limited —Birmingham
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year
Senior Paraplanner
AMG Wealth Management —Allestree
Financial services: 2 years (required). Good understanding of financial products and services. Ensure all client queries are appropriately investigated and…
£35,000 - £40,000 a year
Quick apply
12d

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Senior Paraplanner

RGH‑Global Limited
Birmingham

Apply Now

Job details

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

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
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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senior paraplanner jobs in tamworth, sts

Senior Paraplanner

Senior Paraplanner

Senior Client Manager (Paraplanner)

Paraplanner / Trainee Paraplanner / Administrator

Paraplanner

Senior IFA Administrator

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