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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