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Paraplanner

mbf.
Posted 4 days ago, valid for 3 days
Location

Solihull, West Midlands B93 0DX, England

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An experienced Paraplanner is sought for a Wealth Management firm in Solihull, offering a salary of up to £50,000 plus bonuses and benefits.
  • The role requires experience in supporting Financial Advisers with research, technical financial plans, and suitability reports.
  • Candidates should possess a Level 4 Diploma in Financial Planning or be working towards Level 6, along with strong technical knowledge of financial products and compliance standards.
  • The position offers hybrid working flexibility, allowing up to three days per week from home, and includes 25 days holiday plus a wellbeing day.
  • This opportunity is ideal for individuals with strong analytical skills and a passion for high-quality financial planning support.

Paraplanner - up to £50,000 plus bonus and benefits

Hybrid - Solihull

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and growing Wealth Management firm in Solihull. This role offers career progression, hybrid flexibility, and a comprehensive benefits package. With over £2B AUM and a strong reputation for delivering tailored financial planning solutions, the firm is committed to providing high-quality client service and innovative investment strategies.

The Role

As a Paraplanner, you will play a key role in supporting Financial Advisers by conducting in-depth research, preparing technical financial plans, and drafting detailed suitability reports. This position is ideal for someone with strong analytical skills, a keen eye for detail, and a passion for delivering high-quality financial planning support.

Key Responsibilities

  • Conduct research on pensions, investments, insurance, and tax planning strategies

  • Perform cash flow analysis, tax calculations, and retirement projections

  • Prepare detailed suitability reports aligned with client objectives and compliance standards

  • Support advisers in creating and maintaining accurate financial plans

  • Liaise with clients and providers when required to ensure smooth financial planning processes

  • Stay updated on regulatory changes, tax laws, and industry best practices

What We’re Looking For

  • Experience in a Paraplanner role, supporting Financial Advisers with research, reports, and financial planning strategies

  • Level 4 Diploma in Financial Planning (or working towards Level 6)

  • Strong technical knowledge of financial products, tax implications, and compliance standards

  • Proficiency in financial planning software

  • Excellent communication and problem-solving skills

Package and Benefits

  • Competitive Salary - Up to £50,000 (higher for the right candidate)

  • Annual Discretionary Bonus - Circa 10%

  • Hybrid Working - Up to three days per week from home

  • 25 days holiday + wellbeing day

  • Company pension scheme

  • Death in service cover

  • Study support towards further qualifications

This is an opportunity to join a progressive firm that values its employees, offers career growth opportunities, and provides a supportive hybrid work culture.

Apply today to find out more.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.