Paraplanner Opportunity in Solihull

1 day ago


Metropolitan Borough of Solihull, United Kingdom mbf Full time
About the Role

This Paraplanner position is an exciting opportunity to work with a leading wealth management business in Solihull.

The successful candidate will be responsible for drafting high-quality financial planning reports, collaborating with advisors, and conducting thorough research and analysis.

We offer a competitive salary of £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.

Main Responsibilities:
  • To draft comprehensive financial planning reports that meet client requirements.
  • To work closely with advisors to provide expert support and guidance.
  • To conduct in-depth research and analysis to ensure accuracy and relevance.
  • To provide presentation support and case submission to help clients achieve their goals.
Requirements:
  • Experience in report writing and financial planning.
  • Relevant qualifications such as the Level 4 Diploma or progress towards them.
What We Offer:
  • A competitive salary of £35,000 per annum.
  • A discretionary bonus of £3-4K per annum.
  • Opportunities for ongoing training and professional development.
  • A dynamic and supportive work environment.

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