Junior Paraplanner

Junior Paraplanner
Location: Birmingham area 
Salary: £30,000 – £33,000 per annum 

Our client is seeking a motivated and detail-oriented Junior Paraplanner to join their Technical Support Team. This is an excellent opportunity for an individual looking to develop their paraplanning expertise within a professional and supportive Independent Financial Adviser (IFA) environment.

The Role The Junior Paraplanner will play a key part in supporting financial advisers, the compliance team, and outsourced paraplanners to ensure the efficient delivery of accurate and compliant financial planning services. You will assist in producing high-quality client documentation, analysing financial data, and contributing to the smooth running of advice processes.
Key Responsibilities

• Provide technical and administrative support to advisers and the compliance function.
• Prepare and assist with Suitability Reports and client recommendation letters.
• Carry out calculations for Capital Gains Tax (CGT) and investment bond chargeable events.
• Gather, verify, and analyse client information including valuations, policy details, and cashflow reports.
• Liaise with product providers and investment platforms to obtain quotations and valuations.
• Maintain accurate client records in back-office systems (Intelligent Office).
• Ensure all processes adhere to FCA regulations and internal compliance requirements.
• Support the ongoing development and improvement of operational procedures.

Skills and Experience

• Previous experience in an IFA, wealth management, or financial planning firm is essential.
• Sound knowledge of financial products such as pensions, ISAs, bonds, and protection policies.
• Understanding of FCA regulatory requirements and financial planning compliance.
• Proficiency in financial planning software (e.g. Intelligent Office, Voyant, Dynamic Planner) and Microsoft Office applications.
• Strong analytical, organisational, and communication skills.
• High attention to detail and a commitment to quality.

Qualifications:

• Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning (or equivalent) is essential.
• Experience with cashflow modelling and Intelligent Office is desirable.

Personal Attributes

• Analytical, methodical, and proactive in problem-solving.
• Professional, ethical, and client-focused approach.
• Collaborative team player with a commitment to continuous professional development.

Benefits

• Competitive salary in line 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 benefit, and WPA Health Insurance.
• Support with professional qualifications and CPD.
• A friendly, professional, and supportive working environment.

To apply plese send your CV to Alice Wright at alice.w@gts-search.com