Paraplanner. Shirley LilyLifestyle

Paraplanner / Trainee Paraplanner

Location:

Solihull

Salary:
Up to £55,000 DOE

Working Pattern: 3 days office / 2 days WFH

I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.

This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.

• Supporting advisers across a range of financial planning cases
• Preparing suitability reports and client recommendations
• Conducting research across pensions, investments, and protection products
• Assisting with cashflow modelling and technical calculations
• Supporting client review processes and ongoing servicing work
• Liaising with providers and third parties where required
• Maintaining accurate client records and ensuring compliant file management
• Working closely with a collaborative technical support team

• Experience with in an IFA / wealth management environment
• Previous paraplanning, report writing, or technical administration experience
• Good understanding of pensions and investment products
• Strong organisational skills and attention to detail
• Comfortable managing workloads and deadlines effectively
• Level 4 Diploma qualified or currently working towards RO exams

• Salary up to £55,000 depending on experience
• Hybrid working arrangement (3 days office / 2 days WFH)
• Strong study support and progression opportunities
• Supportive and collaborative team environment
• Exposure to a wide variety of financial planning cases
• Long-term career development within a growing business

If this could be of interest, please apply or get in touch for a confidential discussion.