Interim Paraplanner

Birmingham, Warwickshire, United Kingdom • Posted July 01, 2026

Job Type: Full-time
Location: Birmingham, Warwickshire
Posted: July 01, 2026
Category: other-general
Application Deadline: August 10, 2026

Role Description

Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads. To be considered candidates must have Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications ...

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