Paraplanner

Paraplanner – Birmingham, West Midlands

Join Truestar Talent Ltd as a Paraplanner, delivering high‑quality financial advice in a supportive hybrid environment. Enjoy a competitive salary of £42,000‑£45,000, attractive benefits and the flexibility to work from home two days a week.

Key Responsibilities

• Prepare comprehensive financial plans and recommendations for clients, ensuring compliance with regulatory standards.
• Conduct research, perform scenario analysis, and draft client reports under the supervision of senior advisers.
• Maintain and update client records in the CRM system, ensuring data accuracy and confidentiality.
• Collaborate with advisers, product specialists and compliance teams to refine advice processes.
• Stay current with industry developments, tax legislation and investment products.

What We’re Looking For

• Qualified Paraplanner (CISI, IFoA or equivalent) with a proven track record of delivering quality advice.
• Strong analytical, numerical and written communication skills.
• Ability to work independently and as part of a friendly, office‑based team.
• Proficiency with financial planning software and Microsoft Office Suite.
• Commitment to continuous professional development and client‑centred service.

Benefits

• Salary: £42,000 – £45,000 per annum
• Hybrid working – 2 days remote, 3 days office
• Generous pension scheme and private medical cover
• Annual bonus and performance‑linked incentives
• Professional development budget and study support
• Friendly, supportive culture with regular team events

How to Apply

Submit your CV and a brief cover letter outlining your paraplanning experience to Truestar Talent Ltd. We look forward to hearing how you can contribute to our high‑standards advisory team.

Frequently Asked Questions

What qualifications are required for the Paraplanner role?

A recognised paraplanning qualification such as CISI, IFoA or equivalent, along with relevant experience in financial planning.

Is remote work possible?

Yes, the position offers a hybrid model: two days working from home and three days in the Birmingham office.

What is the salary range for this position?

The salary is between £42,000 and £45,000 per annum, plus attractive benefits and potential bonuses.