Paraplanner

The Paraplanner Job

We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull. This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You'll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice.

The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business.

• Conducting research and preparing suitability reports for new and existing clients.
• Producing accurate, compliant and client-focused documentation.
• Supporting advisers with technical research and portfolio analysis.
• Maintaining accurate client records across systems and platforms.
• Keeping up to date with regulatory and industry changes.
• Supporting file checking and compliance processes.
• Acting as a technical support point for advisers and colleagues.
• Contributing to process improvements and best practice across the business.
• Building positive relationships with clients, colleagues and third-party providers.
• Using tools such as Voyant, Timeline, Intelliflo and FE Analytics to support client planning.

The ideal candidate will have previous paraplanning experience within a financial planning or wealth management environment and be confident working in a technical support role. You will also have:

• Level 4 qualified, Diploma in Regulated Financial Planning
• Strong organisational and time management skills.
• The ability to manage workloads effectively and meet deadlines.
• Excellent attention to detail.
• Good communication and interpersonal skills.
• Strong Microsoft Word and Excel skills.
• A proactive and team-focused approach.

• Chartered QCF level 6 in Financial Planning
• Knowledge of systems such as Intelligent Office, FE Analytics, Adviser Asset, Defaqto, Timeline, Voyant and Moneyinfo.
• Experience supporting advisers with technical research and client recommendations.

• Up to £75,000 depending on experience
• Hybrid working following probation
• Company pension
• Supportive and collaborative team environment
• Opportunity to work with market-leading financial planning technology
• Long‑term career development opportunities