At a Glance
- Tasks: Manage client cases and support advisers with financial planning analysis and report writing.
- Company: A modern financial services business known for its collaborative culture and technical expertise.
- Benefits: Hybrid working, flexible hours, career progression, and a market-leading wellness package.
- Other info: Opportunities for mentoring and exposure to various financial platforms.
- Why this job: Join a supportive team and work on complex financial planning cases that make a real difference.
- Qualifications: Diploma in Regulated Financial Planning and 3 years of paraplanning experience required.
The predicted salary is between 40000 - 50000 £ per year.
Working Pattern: 3 Days Office / 2 Days Remote Full-Time | Flexible Working
My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment.
The Role
In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including:
- Pensions and retirement planning
- Investment planning
- Protection planning
- Inheritance tax and estate planning
- Pension transfers
- Cashflow modelling
This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases.
Key Responsibilities
- Managing client cases from fact-find analysis through to suitability report completion
- Drafting detailed suitability reports across a range of financial advice areas
- Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo
- Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb
- Working within Intelliflo CRM to manage and track client cases
- Ensuring files meet compliance and regulatory standards
- Liaising with advisers and administrators to ensure smooth case progression
- Supporting and mentoring junior members of the team where appropriate
- Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell
About You
To be successful in this role, you will have:
- Diploma in Regulated Financial Planning (essential)
- Minimum 3 years’ paraplanning experience
- Experience working within an independent financial advice environment (preferred)
- Strong technical knowledge across pensions, investments, and retirement planning
- Confidence managing complex financial planning cases
- Excellent organisational skills and attention to detail
- A proactive and collaborative approach to working with advisers and colleagues
What’s on Offer
- Hybrid working – 3 days in the office / 2 days remote
- Flexible working hours
- Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader)
- Exposure to complex and varied financial planning cases
- A supportive and collaborative working culture
- A modern business that values technical excellence without unnecessary hierarchy
- Market-leading wellness package
How To Apply
Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
Paraplanner in Solihull employer: My Key Recruitment
Join a dynamic and innovative financial services firm that prioritises employee growth and well-being. With a flexible hybrid working model, a strong focus on collaboration, and a commitment to technical excellence, this company offers a supportive environment where you can thrive as a Paraplanner. Enjoy genuine career progression opportunities and a market-leading wellness package while working on complex financial planning cases that make a real difference.
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 services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical expertise and experience in paraplanning. We want to see how you can manage complex cases and produce detailed reports, so don’t hold back!
✨Prepare for Interviews
Do your homework on the company and the role before the interview. We recommend practising common interview questions related to financial planning and being ready to discuss your past experiences. Confidence is key!
✨Apply Through Our Website
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 and engaged with our process.
We think you need these skills to ace Paraplanner in Solihull
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in managing client cases, technical research, and report writing. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills:Since this role is all about technical expertise, don’t forget to mention your knowledge of financial planning areas like pensions and investments. We love seeing candidates who can confidently handle complex cases!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to see your key achievements and skills. We appreciate a well-structured application!
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 from us!
How to prepare for a job interview at My Key Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and retirement planning. Be ready to discuss specific cases you've worked on and how you approached them, as this will show your expertise and confidence in managing complex financial planning.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical skills during the interview. You might be asked to solve a hypothetical case or explain your process for conducting technical research. Practising with tools like Voyant or Cashcalc can help you articulate your thought process clearly.
✨Be a Team Player
Since the role involves liaising with advisers and mentoring junior team members, highlight your collaborative approach. Share examples of how you've worked effectively within a team and supported others in their development, as this aligns with the company's culture.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s processes, culture, and future growth. This not only shows your interest in the role but also gives you a chance to assess if the company is the right fit for you. Think about what you want to know regarding their approach to compliance and client management.
