I'm working with a well-established independent financial planning firm in Solihull that is looking to recruit an experienced Senior Paraplanner to join its growing team.
This is an excellent opportunity to work alongside experienced Chartered Financial Planners, supporting a loyal client base with a range of technically interesting and complex financial planning cases.
The Role:
- Preparing detailed suitability reports and recommendations.
- Carrying out technical research across pensions, investments and financial planning.
- Supporting complex retirement and pension planning, including NHS pension cases.
- Producing cashflow modelling and financial planning analysis.
- Assisting with inheritance tax, trusts and estate planning strategies.
- Researching investment solutions for high-net-worth clients.
- Working closely with Chartered Financial Planners to deliver tailored advice.
About You:
- Previous Paraplanning experience within an IFA or wealth management firm.
- Strong technical knowledge across pensions, investments and financial planning.
- Experience supporting complex client cases.
- Excellent report writing, research and analytical skills.
- Level 4 Diploma qualified or working towards it.
What's on Offer?
- Exposure to a high-net-worth client base and complex financial planning.
- Ongoing study support and professional development.
- Genuine long-term career progression.
- Competitive benefits package.
Senior Paraplanner in Birmingham employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
