Paraplanner

Paraplanner / Trainee Paraplanner

Location:

Solihull
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.

The Role
 
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  What They’re Looking For

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  What’s on Offer
 
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