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About the Role
Paraplanner / Trainee Paraplanner
Location: Solihull
Salary: Up to £55,000 DOE
Working Pattern: 3 days office / 2 days WFH
I’m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.
This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.
The Role
Supporting advisers across a range of financial planning cases
Preparing suitability reports and client recommendations
Conducting research across pensions, investments, and protection products
Assisting with cashflow modelling and technical calculations
Supporting client review processes and ongoing servicing work
Liaising with providers and third p...
Location: Solihull
Salary: Up to £55,000 DOE
Working Pattern: 3 days office / 2 days WFH
I’m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.
This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.
The Role
Supporting advisers across a range of financial planning cases
Preparing suitability reports and client recommendations
Conducting research across pensions, investments, and protection products
Assisting with cashflow modelling and technical calculations
Supporting client review processes and ongoing servicing work
Liaising with providers and third p...
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