At a Glance
- Tasks: Support advisers by conducting research and preparing client-friendly financial reports.
- Company: Growing financial planning firm with a supportive team culture.
- Benefits: Up to £75,000 salary, hybrid working, company pension, and collaborative environment.
- Other info: Opportunity to work with market-leading technology and contribute to business development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 qualified with paraplanning experience and strong organisational skills.
The predicted salary is between 75000 - 75000 £ per year.
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 Senior 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 ideal candidate will have:
- Previous paraplanning experience within a financial planning or wealth management environment.
- 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.
- 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.
Senior Paraplanner employer: Modus Talent Ltd
Join a dynamic financial planning firm in Solihull as a Senior Paraplanner, where you will thrive in a supportive and collaborative team environment. With a competitive salary of up to £75,000, hybrid working options, and access to market-leading technology, this role offers not only a chance to enhance your technical skills but also ample opportunities for professional growth and development. Experience a workplace that values positive client outcomes and fosters strong relationships among colleagues and clients alike.
