At a Glance
- Tasks: Support advisers by turning complex financial plans into clear, client-friendly advice.
- Company: Join a growing financial planning firm with a collaborative culture.
- Benefits: Earn up to £75,000, enjoy hybrid working, and receive a comprehensive benefits package.
- Other info: Be part of a supportive team with opportunities for professional growth.
- Why this job: Make a real impact in financial planning while using market-leading technology.
- 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 Senior 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.
- 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 in Solihull 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 innovation and teamwork, ensuring you play a vital role in delivering exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Solihull
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Modus Talent Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Solihull
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Modus Talent Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Modus Talent Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Modus Talent Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Modus Talent Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Modus Talent Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Modus Talent Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
