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.
Key Paraplanner Responsibilities Include
* 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 Paraplanner Candidate
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.
Desirable Experience
* 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.
The Package
* 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
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