Paraplanner
Part-Time
Salary: Competitive and dependent on experience
Join an award-winning Wealth Management Practice
An exciting opportunity has arisen for an experienced Paraplanner to join our friendly and highly successful wealth management practice based in Solihull.
We are proud to work with Söderberg & Partners, one of Europe's leading wealth management groups, combining exceptional personal service with innovative technology to deliver outstanding client outcomes.
This is an excellent opportunity for someone looking to be part of a professional, supportive team where quality, client care and attention to detail are at the heart of everything we do.
The Role
This is a modern paraplanning role where technology supports many of the traditional administrative and report-writing tasks, allowing you to spend more time ensuring recommendations are accurate, compliant and delivered efficiently.
Working closely with our advisers and wider team, your responsibilities will include:
- Using the Plannr CRM system to maintain client records, manage workflows, progress cases and ensure data accuracy throughout the advice process
- Preparing client meeting documentation
- Gathering and collating financial information
- Inputting data into financial planning and tax calculation software
- Assisting with pension, investment and protection cases
- Liaising with providers and third parties
- Supporting advisers throughout the advice process
- Maintaining accurate client records and back-office systems
- Helping ensure cases are progressed efficiently from start to finish
Training will be provided on our systems and processes.
About You
We're looking for someone who enjoys working accurately and methodically, takes pride in producing high-quality work and genuinely enjoys being part of a team.
You will have experience working within an Independent Financial Adviser (IFA) or Wealth Management practice.
The successful candidate will have:
- Experience within Financial Services (essential)
- A good understanding of pensions, investments and financial planning
- Excellent attention to detail
- Strong communication skills, both written and verbal
- The ability to manage your own workload and use your initiative
- A positive, flexible and professional attitude
- Strong IT skills and confidence using multiple systems
- A willingness to learn and develop
Experience using financial planning software or tax calculation tools would be advantageous, although full training will be provided.
If you are already studying towards the Level 4 Diploma in Financial Planning (DipPFS), or would like to do so, we will support your professional development.
What We Offer
- Flexible part-time hours
- Competitive salary depending on experience
- Ongoing training and professional development
- Support towards professional qualifications
- A friendly, collaborative and supportive working environment
- The opportunity to work within an ambitious, growing wealth management practice using modern technology and processes
If you are looking for a role where your knowledge, accuracy and attention to detail will make a real difference, we'd love to hear from you.
Following a successful probation period, along with system training completion, hybrid working will be considered.
Pay: £30,000.00-£36,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Referral programme
Application question(s):
- What 3 skills would you bring to this Paraplanner role?
- Have you worked directly with pensions, investments, and inheritance tax planning?
- Do you have at least 2 years of experience in the Financial Services or Wealth Management sector?
Work Location: In person
