At a Glance
- Tasks: Conduct research and prepare suitability reports for clients while supporting advisers with technical analysis.
- Company: Join a growing financial planning firm based in Solihull, focused on delivering positive client outcomes.
- Benefits: Enjoy a salary of up to £75,000, hybrid working, and long-term career development opportunities.
- Other info: Familiarity with tools like Voyant, Timeline, and Intelliflo is desirable.
- Why this job: This role offers exposure to market-leading technology and a chance to contribute to business development.
- Qualifications: Candidates must be Level 4 qualified with previous paraplanning experience in financial planning.
The predicted salary is between 30000 - 40000 £ 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 West Bromwich employer: Modus Talent
This financial planning firm in Solihull offers a supportive and collaborative team environment. Employees benefit from hybrid working arrangements and access to market-leading technology. The company prioritises long-term career development, making it an excellent place for growth.
