Paraplanner

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