Paraplanner

Paraplanner / Trainee Paraplanner

Location: Solihull Working Pattern: 3 days office / 2 days WFH

I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.

This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.

The Role

• Supporting advisers across a range of financial planning cases

• Preparing suitability reports and client recommendations

• Conducting research across pensions, investments, and protection products

• Assisting with cashflow modelling and technical calculations

• Supporting client review processes and ongoing servicing work

• Liaising with providers and third parties where required

• Maintaining accurate client records and ensuring compliant file management

• Working closely with a collaborative technical support team What They re Looking For

• Experience within an IFA / wealth management environment

• Previous paraplanning, report writing, or technical administration experience

• Good understanding of pensions and investment products

• Strong organisational skills and attention to detail

• Comfortable managing workloads and deadlines effectively

• Level 4 Diploma qualified or currently working towards RO exams What s on Offer

• Hybrid working arrangement (3 days office / 2 days WFH)

• Strong study support and progression opportunities

• Supportive and collaborative team environment

• Exposure to a wide variety of financial planning cases

• Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.