Senior Paraplanner- Birmingham - Up to £65K We are working with a well-established wealth planning firm in Birmingham that is looking for an experienced Senior Paraplanner to take on a lead role within the business. This position offers the opportunity to mentor junior team members and play a key role in shaping the firm’s paraplanning function. The firm provides holistic financial planning solutions to company owners, HNWIs, and mass affluent clients. This is an excellent opportunity for a Paraplanner who enjoys working closely with advisers, overseeing technical research and report writing, and contributing to the development of best practices within the team. What’s on offer? Salary up to £65,000 depending on experience Bonus scheme based on achieving targets The ideal candidate will: Be a preferably qualified Paraplanner (Diploma qualified or working towards Chartered status) Have experience in an independent wealth planning firm Be proficient with financial planning tools such as FEAnalytics, Cashflow Modelling, Dynamic Planner Risk Profiling, and Product Research Have experience with a wide range of financial products including pensions, investments, and protection across multiple providers Be technology-driven and process-oriented to improve efficiency Key Responsibilities: Act as the lead Paraplanner, overseeing technical research and mentoring junior team members Prepare suitability reports and financial planning proposals, ensuring compliance with regulatory requirements Perform cashflow modelling and risk profiling to assess the impact of financial recommendations Monitor investment performance and conduct fund comparisons using tools such as FEAnalytics Work closely with advisers and attend client meetings, supporting the formulation of financial planning strategies If you are an ambitious Senior Paraplanner looking to take on a leadership role in a growing firm, apply now and one of our consultants will be in touch within 24 hours (Keywords: Paraplanner, Senior Paraplanner, Lead Paraplanner, Financial Planning, Wealth Management, IFA Support, Paraplanner Manager)