Overview
Lead Recruitment Consultant (Midlands) – Paraplanner role for a respected firm of Independent Financial Planners. Based in the Midlands with flexible hybrid/remote work (2–3 days in office per month).
Job Title: Paraplanner
Location: Midlands (Flexible Hybrid/Remote – 2/3 days in office per month)
Are you a detail-oriented financial professional ready to advance your Paraplanning career? The client is a Birmingham and Market Harborough based practice known for a client‑first approach, supportive culture, and strong industry reputation. Following expansion, they seek an experienced Paraplanner to support advisers across private and corporate cases, leveraging technical knowledge in a dynamic environment.
What you’ll be doing
- Writing detailed, tailored suitability reports
- Conducting cash flow forecasting and financial analysis
- Researching providers, products, and solutions
- Collaborating with advisers and supporting clients with clarity and care
- Helping deliver holistic, solutions-based, high-quality advice in both private client and corporate benefits settings
Why join them
- Generous benefits package including enhanced time off, early finish Fridays, and protection policies
- Hybrid/remote and flexible setup supporting work-life balance
- A culture that values collaboration, professional respect, and individuality
- Champions of progression and exam support
What we’re looking for
- Paraplanning experience within a Financial Planning firm
- Confident communicator, written and verbal, with a client-focused mindset
- Strong technical knowledge of pensions, investments, and FCA regulations
If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact—we’d love to hear from you.
Job details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance
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