Hybrid Paraplanner — Elevate Financial Planning & Reports

IDEX Consulting; Birmingham; Hybrid; GBP 46,000 - GBP 55,000; Full time

Job summary

A leading financial consulting firm in Birmingham is looking for an experienced Paraplanner to join their team. The successful candidate will prepare detailed suitability reports, conduct technical research, and ensure compliance with FCA guidelines. You will also support client meetings and cash-flow modelling. This role offers a salary up to £55,000, flexible working options, private medical insurance, and professional development opportunities.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday allowance

Ongoing professional development

Qualifications

• Essential Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
• Proven experience in a Paraplanning role within financial planning.
• Strong knowledge of FCA COBS suitability requirements.

Responsibilities

• Prepare detailed and compliant suitability reports.
• Conduct technical research on financial products.
• Collaborate with Financial Planners for client experiences.
• Attend client meetings for cash-flow modelling.

Skills

Technical understanding of financial planning principles

Excellent written and verbal communication skills

Strong organisational skills

Education

Level 4 Diploma in Regulated Financial Planning (CII)

Job description

A leading financial consulting firm in Birmingham is looking for an experienced Paraplanner to join their team. The successful candidate will prepare detailed suitability reports, conduct technical research, and ensure compliance with FCA guidelines. You will also support client meetings and cash-flow modelling. This role offers a salary up to £55,000, flexible working options, private medical insurance, and professional development opportunities.