Senior Paraplanner
Location: Birmingham
Salary: Up to £40,000 per annum (dependent on experience)
Our client is seeking an experienced and technically proficient Senior Paraplanner to join their Technical Support Team. This position offers the opportunity to work within a respected Independent Financial Adviser (IFA) firm, providing advanced technical support to advisers and helping to deliver outstanding financial outcomes for clients.
The Role As a Senior Paraplanner, you will play an integral role in supporting advisers with complex research, analysis, and report preparation. You’ll take ownership of the technical aspects of financial planning, ensuring that advice is accurate, compliant, and tailored to each client’s goals. This role is ideal for a confident paraplanner looking to contribute to the success of a collaborative and professional team.
Key Responsibilities
- Conduct detailed research and analysis across a range of financial products including investments, pensions, and protection.
- Prepare comprehensive and compliant Suitability Reports and review documentation.
- Carry out complex calculations, including CGT assessments, investment bond chargeable events, and pension income scenarios.
- Support advisers with lifetime allowance, annual allowance, and drawdown planning.
- Build and maintain cashflow models using financial planning software such as Voyant.
- Collaborate with advisers and administrators to implement recommendations and monitor client portfolios.
- Liaise with product providers to gather data, confirm details, and ensure technical accuracy.
- Maintain accurate and compliant records within Intelligent Office.
- Stay current with regulatory, tax, and market developments to ensure advice remains up to date.
- Support and mentor junior colleagues where appropriate.
Skills and Experience
- Minimum of 2 years’ experience in a paraplanning or technical role within an IFA or wealth management firm.
- Strong knowledge of pensions, investments, protection products, and taxation.
- Qualified to Level 4 Diploma standard (DipPFS or equivalent) or actively working towards completion.
- Proficiency with financial planning tools and back-office systems (e.g. Intelligent Office, Voyant).
- Excellent written and verbal communication skills with a focus on clarity and accuracy.
- Strong analytical, organisational, and time management abilities.
- Proven ability to work both independently and collaboratively within a busy environment.
Personal Attributes
- Professional, ethical, and client-focused.
- Analytical thinker with a keen eye for detail.
- Proactive, organised, and adaptable.
- Team-oriented, with a commitment to continuous learning and professional growth.
Benefits
- Competitive salary commensurate with experience.
- Office hours: Monday to Thursday, 8:30am – 5:00pm; Friday, 9:00am – 1:00pm.
- 25 days annual leave plus bank holidays.
- Pension scheme, Death in Service cover, and WPA Health Insurance.
- Ongoing support for professional qualifications and CPD.
- A welcoming, professional environment within a highly regarded IFA firm.
To apply please send your CV to Alice Wright at alice.w@gts-search.com
