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McCann CentralBirmingham (Solihull), United KingdomParaplanner
mbfSolihull, England, United Kingdom- Full-time
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
Package and Benefits
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.