Paraplanner

PARAPLANNER - Up to £75,000 - Solihull, Hybrid Working, Supportive Team Environment 

The Paraplanner Job

We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull.

This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You'll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice.

The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business.

Key Paraplanner Responsibilities Include:

Conducting research and preparing suitability reports for new and existing clients.
Producing accurate, compliant and client-focused documentation.
Supporting advise...

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