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Job Title: ParaplannerLocation: SolihullReference Number: 9645
Are you an experienced Paraplanner looking to take the next step in your career with a forward-thinking financial planning firm? We’re looking for a highly skilled and detail-oriented individual to join our team in Solihull, providing vital technical and administrative support to financial advisers.
You will be joining a national IFA with offices all across the UK.
This role is ideal for someone who thrives behind the scenes—conducting research, drafting financial plans, and helping simplify complex financial information to support both advisers and clients in making informed decisions.
Key Responsibilities
Research & Analysis
- Research a wide range of financial products, including pensions, investments, and insurance.
- Analyse market trends, fund performance, and strategies to support adviser recommendations.
- Conduct cash flow modelling, tax planning, and retirement projections.
- Maintain and manage accurate client data using financial planning tools.
- Update plans in collaboration with advisers as client or market circumstances evolve.
Suitability Reports
- Draft high-quality suitability reports tailored to each client’s needs, objectives, and risk profile.
- Ensure recommendations meet all regulatory and compliance requirements.
- Model financial planning scenarios to help advisers present potential strategies to clients.
Compliance & Risk Management
- Ensure all reports and documentation adhere to financial regulations and AML requirements.
- Maintain audit-ready records and proactively identify compliance risks.
Adviser & Client Support
- Collaborate with advisers to provide technical support and answer queries.
- Engage with clients when clarification or additional information is needed.
- Assist with applications for more complex financial cases and liaise with providers where necessary.
Professional Development
- Keep up to date with changes in regulations, products, and best practices.
- Continue professional education, with support to progress toward Level 6 qualifications.
Key Skills & Competencies
- Strong analytical, organisational, and written communication skills
- High attention to detail and ability to manage multiple priorities
- Client-focused mindset and strong collaboration abilities
- Proficient in financial planning software
- A proactive and adaptable approach to work
- Ability to contribute positively to a hybrid working culture
Experience & Qualifications
- Proven experience preparing cash flow models and financial plans
- Solid understanding of tax implications, investment strategies, and financial products
- Experience working closely with advisers and clients
- Knowledge of regulatory requirements
- Level 4 qualified (or equivalent), with active progression toward Level 6
- Excellent technical knowledge and familiarity with financial compliance standards
What’s in it for you?
- Starting salary of up to £45,000
- 25 days of annual leave
- 1 Well-being Day
- Flexible home and office working
- Company pension scheme
- Death in Service cover
- Enhanced policy offerings
- Full study support for continued professional development
If you're ready to be part of a dynamic and supportive team that values technical expertise and attention to detail, apply now and take the next step in your paraplanning career.
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Solihull on a Paraplanner role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
