Paraplanner
2 months ago
Paraplanner – Independent Financial Planning Firm
**Location:** Solihull
**Salary:** Negotiable, dependent on experience (DOE)
**Benefits:** 23 days holiday, 4x Death in Service, 6% Pension
**Work Environment:** Young, vibrant team with a clear progression path
An exciting opportunity has opened for a **Paraplanner** to join a highly regarded independent financial planning firm specializing in advising doctors on their financial needs. We’re seeking a candidate with at least 2 years of paraplanning experience, ideally, Level 4 qualified or actively working towards it
What You'll Do:
- Support financial planners in preparing client reports and recommendations
- Conduct research and analysis on products and providers
- Manage client reviews, creating tailored financial plans
- Prepare technical financial documents for client meetings
Requirements:
- Minimum 2 years of paraplanning experience
- Level 4 Diploma qualified (or currently working towards it)
- Proficiency in financial planning software and excellent analytical skills
- Strong interpersonal skills and a commitment to client-focused service
Why Join Us?
- A clear progression path within a dynamic, supportive team
- Hybrid working arrangement, with a blend of in-office and remote flexibility
- Focused exclusively on a rewarding and dedicated client base
If you're a passionate, detail-oriented paraplanner looking to advance within a reputable firm, we'd love to hear from you
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