At a Glance
- Tasks: Support advisers by conducting research and preparing client-friendly financial reports.
- Company: Join a growing financial planning firm in a supportive team environment.
- Benefits: Competitive salary up to £75,000, hybrid working, and company pension.
- Other info: Great career development opportunities in a collaborative atmosphere.
- Why this job: Make a real impact in financial planning with market-leading technology.
- Qualifications: Level 4 qualified with paraplanning experience and strong organisational skills.
The predicted salary is between 60000 - 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 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 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.
Desirable Experience:
- 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
- Long‑term career development opportunities
Paraplanner in Shirley employer: Modus Talent
Join a dynamic financial planning firm in Solihull, where you will thrive in a supportive and collaborative team environment. With a focus on employee growth, the company offers long-term career development opportunities and exposure to market-leading technology, making it an excellent employer for those passionate about delivering positive client outcomes in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Shirley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience with tools like Voyant and Intelliflo. Highlight how your technical expertise can help them deliver top-notch client outcomes.
✨Tip Number 3
Prepare for interviews by brushing up on regulatory changes and industry trends. Being knowledgeable will not only impress your interviewers but also show that you’re genuinely interested in the role and the company.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Shirley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your previous experience in financial planning and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Technical Skills:Since this role involves using various tools like Voyant and Intelliflo, make sure to mention your proficiency with these systems. If you've got experience with them, let us know how you've used them to support advisers or clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Modus Talent
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Familiarise yourself with the tools mentioned in the job description, like Voyant and Intelliflo. Being able to discuss how you've used these tools in past roles will show you're ready to hit the ground running.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate complex information clearly. Prepare examples of how you've successfully explained technical concepts to clients or colleagues in the past. This will demonstrate your ability to build positive relationships, which is key for this role.
✨Be Ready for Compliance Questions
Since compliance is a big part of the job, expect questions about regulatory changes and how they impact financial planning. Brush up on recent industry updates and be prepared to discuss how you ensure documentation is accurate and compliant.
✨Demonstrate Your Team Spirit
This role requires a collaborative approach, so think of examples where you've worked effectively within a team. Highlight your proactive attitude and how you've contributed to process improvements in previous positions. This will show that you're not just a lone wolf but a team player who can support advisers and colleagues.
