Paraplanner – Full Time, On-Site/Hybrid (South Staffordshire)

Salary: £40,000–£45,000 + Benefits

My Client is a well-established and highly respected firm of Independent Financial Advisers (IFAs) based in Staffordshire. Their mission is simple: to help clients unlock their goals and life ambitions through approachable, holistic, and long-term financial planning.

Supporting over 600 ongoing clients, we specialise in helping:

• Individuals approaching or in retirement
• People already enjoying retirement
• Business owners

They pride themselves on creating an everlasting impact on the lives of their clients, ensuring their money, plans, and peace of mind work together. Their commitment to outstanding service and expert advice has seen the advisers recognised in the VouchedFor Top Rated Guide 2025.

Role Summary

We are seeking an experienced, highly analytical, and detail-oriented Paraplanner to join our team on a full-time, on-site basis in South Staffordshire.

As a key member of our advice team, the Paraplanner will provide vital analytical, technical, and administrative support to our Financial Advisers. You will play a central role in streamlining the advice process, ensuring regulatory compliance, and producing high-quality advice documentation for client presentations.

Key Responsibilities

• Financial Analysis & Reporting:
• Conduct investment research, prepare financial reports, and support ongoing analytical tasks.
• Financial Planning Support:
• Assist Advisers in building and implementing tailored financial planning strategies.
• Documentation & Presentation:
• Produce clear, compliant, and professional suitability reports and client-facing documentation.
• Compliance:
• Ensure all research, reports, and advice-related documentation meet FCA regulations and internal standards.
• Process & Technical Support:
• Provide administrative and technical support to ensure smooth operation of the advisory process and excellent client service.

Required Skills & Qualifications

• Strong technical knowledge of financial planning and investment products
• Excellent analytical abilities, with confidence handling complex financial data
• Outstanding report writing skills, able to convert technical information into clear client communication
• Exceptional attention to detail and strong organisational skills
• Solid understanding of financial services compliance and regulatory requirements

Preferred Qualifications & Technical Competencies

• Qualifications:
• Diploma in Financial Planning (DipPFS) or equivalent (highly desirable)
• Software Experience:
• Intelliflo
• CashCalc (or similar cash flow modelling software)
• FE Analytics (or equivalent research platform)
• Report writing tools such as PPOL, ATEB, or Genovo

Salary, Hours & Benefits

• Salary: £40,000–£45,000
• Hours: Monday–Friday, 9am–5pm
• Contract: Full-time, on-site/Hybrid
• Probation: 6 months

Benefits Package

• 5% employer pension contribution
• Death in service: 4× salary
• 25 days annual leave + bank holidays
• (2 days taken during Christmas closure, with any additional closure days not deducted from holiday allowance)
• Income protection: 60% of salary until return to work or state pension age

How to Apply

If you are an experienced Paraplanner looking to join a supportive, reputable, and client-focused financial planning firm, we would love to hear from you. Please submit your CV and a brief covering letter explaining your interest in the role.