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ExpereincedParaplanner!
An exciting opportunity for a Diploma-qualified Paraplanner to join a dynamic, growth-focused financial planning firm based in Solihull.
This role is ideal for an ambitious individual looking to deepen their technical knowledge and progress their career as a Paraplanner. You’ll work with a broad range of financial products including ISAs, SIPPs, and offshore bonds, using tools such as FEAnalytics and cashflow modelling software. There is also scope to mentor junior team members as you develop.
Key Requirements:
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Strong experience in cashflow modelling and suitability report writing
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Eager to learn, grow, and take on new challenges in a fast-paced environment
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Managing and liaising with HNW clients on technical matters
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Preparing cash flow forecasts and retirement income plans
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Conducting in-depth research and producing suitability reports
What We’re Looking ForEssential:
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Level 4 Diploma in Regulated Financial Planning
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3+ years qualified paraplanning experience
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Strong technical knowledge in pensions, investments, and taxation
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Clear and professional communication skills
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Proficient in Word, Excel, Outlook
Personal Attributes
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Detail-focused with a structured, methodical approach
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Conscientious, accurate, and client-outcome driven
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Professional, friendly, and a team player
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Capable of handling competing deadlines under own initiative
Paraplanner, IFA, Report Writing, Paraplanning, Financial Planning, Wealth Management, Financial Services, IFA Paraplanning
If you're ready for the next step in your paraplanning career, we’d love to hear from you.
