Senior Paraplanner - #2193544

Senior Paraplanner

I'm working with a well-established independent financial planning firm in Solihull that is looking to recruit an experienced Senior Paraplanner to join its growing team.

This is an excellent opportunity to work alongside experienced Chartered Financial Planners, supporting a loyal client base with a range of technically interesting and complex financial planning cases.

The Role:

• Preparing detailed suitability reports and recommendations.
• Carrying out technical research across pensions, investments and financial planning.
• Supporting complex retirement and pension planning, including NHS pension cases.
• Producing cashflow modelling and financial planning analysis.
• Assisting with inheritance tax, trusts and estate planning strategies.
• Researching investment solutions for high-net-worth clients.
• Working closely with Chartered Financial Planners to deliver tailored advice.

About You:

• Previous Paraplanning experience within an IFA or wealth management firm.
• Strong technical knowledge across pensions, investments and financial planning.
• Experience supporting complex client cases.
• Excellent report writing, research and analytical skills.
• Level 4 Diploma qualified or working towards it.

What's on Offer?

• £50,000–£60,000 salary, depending on experience.
• Hybrid working.
• Exposure to a high-net-worth client base and complex financial planning.
• Ongoing study support and professional development.
• Genuine long-term career progression.
• Competitive benefits package.

If you're an experienced Paraplanner looking for a role where you can develop your technical expertise, work on interesting cases and be part of a growing financial planning business, I'd love to hear from you.

Feel free to message me directly or email me for a confidential conversation.