At a Glance
- Tasks: Support advisers by preparing client-friendly financial reports and conducting research.
- Company: Join a growing financial planning firm with a supportive team culture.
- Benefits: Earn up to £75,000, enjoy hybrid working, and access career development opportunities.
- Other info: Collaborative environment with long-term career growth potential.
- Why this job: Make a real impact in financial planning while using market-leading technology.
- Qualifications: Level 4 qualified in Regulated Financial Planning with paraplanning experience.
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 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 Solihull employer: Modus Talent
Join a dynamic financial planning firm in Solihull as a Paraplanner, where you will thrive in a supportive team environment that values collaboration and innovation. Enjoy the benefits of hybrid working, competitive salary up to £75,000, and access to market-leading technology, all while contributing to meaningful client outcomes and advancing your career through long-term development opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Solihull
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience with tools like Voyant and Intelliflo. Share specific examples of how you've supported advisers and improved processes in your previous roles.
✨Prepare for Interviews
Before any interview, do your homework! Understand the company’s values, their approach to financial planning, and be ready to discuss how you can contribute to their team. Practising common interview questions can also help you feel more confident.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also allows us to support you throughout the application process. Let’s land that Paraplanner role together!
We think you need these skills to ace Paraplanner in Solihull
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning and any specific tools you've used, like Voyant or Intelliflo. We want to see how you fit into our supportive team environment!
Show Off Your Skills:Don’t hold back on showcasing your organisational and time management skills. Mention any past experiences where you’ve successfully managed workloads and met deadlines. This is key for us as we look for someone who can handle a varied workload.
Be Clear and Concise:When writing your suitability reports or documentation examples, keep it clear and client-focused. We love attention to detail, so make sure your application reflects that. Remember, clarity is crucial in financial planning!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, you’ll get to see all the latest roles we have available!
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 Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples from your previous experience where your meticulous nature made a difference, whether it was in producing compliant documentation or conducting thorough research. This will demonstrate your fit for the role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use good communication skills to engage them in conversation. Ask insightful questions about their team dynamics and how they support each other, showing that you value collaboration.
✨Stay Updated
Keep abreast of the latest regulatory changes and industry trends. Bring up recent developments during your interview to show your commitment to continuous learning. This not only highlights your proactive approach but also your dedication to providing the best client outcomes.
