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.
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 within 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 effectivelyLevel 4 Diploma qualified or currently working towards RO exams
What s on Offer
* 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.
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