Paraplanner (12-Month FTC with View to Permanent)
Remote, Hybrid, or Birmingham-Based | Salary up to £55,000+ (DOE & Qualifications)
I'm working exclusively on behalf of a well-regarded global professional services firm to recruit an experienced Paraplanner for a 12-month fixed-term contract to cover maternity leave.
While this is initially a contract role, the business hopes the successful candidate will transition into a permanent position—with clear opportunities for long-term progression within their high-performing Financial Planning team.
**About the Role
You'll work closely with Financial Planners to develop bespoke strategies and deliver high-quality, compliant financial planning reports. The role suits someone who enjoys technical complexity and takes pride in producing thorough, client-focused work.
Key responsibilities include:
- Creating tailored financial planning strategies based on individual client objectives
- Producing clear, compliant suitability reports
- Conducting cash flow modelling and tax calculations
- Liaising with providers and supporting technical planning tasks
**Candidate Profile
- Minimum Level 4 Diploma qualified (Chartered or close to Chartered strongly preferred)
- Proven experience dealing with complex financial planning cases
- Strong technical writing, numeracy, and communication skills
- Adaptable, solution-focused, and collaborative in nature
**Working Arrangements
- Role can be fully remote, hybrid, or based in Birmingham
- Candidates MUST be available immediately or at short notice
- Travel to the London office required 1-2 times per month
- Flexible working options: 4 or 5-day work week
**What's on Offer
- Salary up to £55,000, potentially higher for the ideal candidate
- Collaborative, forward-thinking team environment
- Flexible work arrangements and strong internal culture
- Real potential for permanent employment and career growth
If you're a technically capable Paraplanner looking for your next challenge—and open to joining a respected and inclusive firm—I'd love to hear from you.