At a Glance
- Tasks: Support financial advisers and prepare client recommendations in a collaborative team.
- Company: Established wealth management firm with strong growth and support.
- Benefits: Salary up to £55,000, hybrid working, and strong study support.
- Other info: Great long-term career development opportunities in a dynamic team.
- Why this job: Join a supportive environment and develop your career in financial planning.
- Qualifications: Experience in wealth management and understanding of pensions and investments.
The predicted salary is between 50000 - 55000 £ per year.
Location: Solihull
Salary: Up to £55,000 DOE
Working Pattern: 3 days office / 2 days WFH
I am 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 effectively
- Level 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.
Paraplanner / Trainee Paraplanner Position in Shirley employer: Broughton Group
Join a well-established wealth management firm in Solihull that prioritises employee growth and development. With a supportive team culture, strong study support, and a hybrid working arrangement, this is an excellent opportunity for both experienced Paraplanners and those looking to start their career in financial planning. Enjoy exposure to diverse financial cases while working in a collaborative environment that fosters long-term career progression.
