Paraplanner

Job Description

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 cli...