Paraplanner

CV-LibraryBirminghampermanentPosted: 18 March 2026
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Paraplanner | Central Birmingham | £35-50k | Hybrid (2 days in office)   We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team.   This is a proper paraplanning role — working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in: Writing suitability reports Technical research and calculations Portfolio analysis and recommendations Supporting implementation and ongoing client work Attending client meetings where appropriate It's a collaborative setup where paraplanners are part of the advice process - not just report writers.   For those interested, there is a clear route into advisory over time, but the role is equally suited to someone who wants to develop as a career paraplanner.   What matters: Paraplanning experience Level 4 Diploma (or close) Strong technical and report writing capability Attention to detail and pride in output Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base.   If you're looking for a well-run firm and a solid long-term role, it's worth a conversation.   Get in touch with Ellis Mears at EJP for full details

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