Eden Rose
Paraplanner
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Job Ref: 90909
Location: Knowle
Salary: £45,000 - £55,000 Per Annum
Employment Type: Permanent
Location: Knowle, England Type: Permanent Job #: 90909 Salary: £45,000 - £55,000 Per Annum
Paraplanner – up to £55,000 – Solihull
Working alongside Financial Advisers, you’ll provide high-quality technical support across a wide range of financial planning cases, helping to deliver exceptional client outcomes.
Key Responsibilities
- Prepare detailed suitability reports across pensions, investments, and protection.
- Conduct technical research and product analysis.
- Analyse client information and support adviser recommendations.
- Prepare cashflow modelling and financial planning documentation.
- Produce provider illustrations, fund research, and recommendation reports.
- Liaise with advisers, providers, and clients to progress business efficiently.
- Assist with annual reviews and ongoing client servicing.
- Ensure all work complies with FCA regulations and internal compliance procedures.
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About You
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- Previous experience working as a Paraplanner within an Independent Financial Planning firm.
- Level 4 Diploma in Regulated Financial Planning, or working towards it.
- Strong technical knowledge of pensions, investments, and protection.
- Experience producing high-quality suitability reports.
- Excellent analytical, organisational, and communication skills.
- Experience using systems such as Intelligent Office, Voyant, FE Analytics, Dynamic Planner, or similar would be advantageous.
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