Job Title: Trainee Paraplanner

Industry: Financial Planning

Location: South Birmingham (Office-based)

Salary: £25,000 – £34,000 (negotiable depending on experience)

Job Reference: 10079

Job Description:

Recruit UK is currently working on an excellent opportunity for a Trainee Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. The firm specialises in providing client-centric financial advice and has built strong, long-term relationships with its clients by offering ongoing support and tailored solutions.

Due to continued growth, they are now looking to hire a Trainee Paraplanner to join their existing team. In this role, you will work closely alongside experienced paraplanners, providing direct support to a Senior Adviser across a mix of both complex and straightforward cases. Responsibilities will include investment analysis, complex investment solutions, pensions, inheritance tax planning, and other aspects of financial planning.

What’s in it for you?

• Salary negotiable up to £34,000 (higher salary negotiable dependent on experience)
• Flexi time (early start and finishing times, option to build up time in leu and claim back)
• Pension contribution
• 23 days holiday plus bank holidays
• Beautiful offices in the heart of Birmingham
• Career professional development
• Supportive working environment

Skills and experience required:

• Previous experience as an IFA administrator at an SJP (St James Place) company
• Level 4 Diploma is desirable (however if you are studying toward this, this is fine)
• Ability to prioritize your own workload

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.