Senior Paraplanner

Paraplanner - Bromsgrove, West Midlands

Ref: 750Thursday 16 June 2022


Are you an experienced Paraplanner looking for a business that invests in its staff and can provide you access to technical files? We are working with a national firm that is looking to add Paraplanner to their growing research team in Bromsgrove. On offer is flexible working minimum 2 days in the office.


Key Responsibilities:

Participating in and delivering comprehensive financial research, on products and investments on an independent basis using company-approved research tools

Producing, when required, tax and other complex calculations

Preparing and interpreting complex plan information with a view to completing transfer analysis

Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas

Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed

Working closely with the Technical Research Manager to train/develop Technical Research staff


To be considered:

Diploma in Financial Planning as a minimum qualification requirement

Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports

experience in an IFA environment,



Contributory pension scheme

Bonus scheme

Cash plan health benefit scheme

Competitive and flexible holiday allowance, with buy and sell scheme options

Training and qualifications 

Employee referral bonus scheme

Death in service benefit at 4 x your annual salary

Christmas party and summer events

Loyalty bonus for all staff based on length of service.

Additional holiday days for long service

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