Paraplanner

  • Ellis James Partners Limited
  • Mar 21, 2026
Full time Banking

Job Description

Paraplanner Central Birmingham £35-50k Hybrid (2 days in office) We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role - working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in:
  • Writing suitability reports
  • Technical research and calculations
  • Portfolio analysis and recommendations
  • Supporting implementation and ongoing client work
  • Attending client meetings where appropriate
It's a collaborative setup where paraplanners are part of the advice process - not just report writers. For those interested, there is a clear route into advisory over time, but the role is equally suited to someone who wants to develop as a career paraplanner.What matters:
  • Paraplanning experience
  • Level 4 Diploma (or close)
  • Strong technical and report writing capability
  • Attention to detail and pride in output
Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base. If you're looking for a well-run firm and a solid long-term role, it's worth a conversation. Get in touch with Ellis Mears at EJP for full details