Paraplanner - Hybrid, Tech-Driven Wealth Planning
Job in
Shirley, Solihull, West Midlands, B91, England, UK
Listed on 2026-06-08
Listing for:
Modus Talent
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant
Job Description & How to Apply Below
Modus Talent is seeking a Paraplanner for a growing financial planning firm based in Solihull. This role emphasizes the technical side of financial planning, supporting advisers in delivering positive client outcomes. Responsibilities include conducting research, preparing suitability reports, and maintaining client records.
The ideal candidate will be Level 4 qualified in Regulated Financial Planning and possess strong organizational skills. The position offers a salary of up to £75,000, hybrid working after probation, and opportunities for career development.
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