Paraplanner Work, Jobs in Solihull (with Salaries)

Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
2d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
2d
Paraplanner
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
4d
Independent Financial Advisor
Jerroms —Solihull
- Organisational skills
- Communication skills
Quick apply
5d
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
6d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
6d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
10d
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply

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Office Administrator
Utility Site Solutions Ltd —Solihull
Do you have access to your own transport as the work location is not accessible via public transport? Assist with marketing and HR admin as required (e.g.…
£26,000 - £30,000 a year
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5d
Care Home Administrator
Macc Care —Solihull
Manage a small reception team and act as the face of the home. You will manage the administrative functions of the home, ensuring compliance with regulatory…
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Paraplanner

Derek Mills Wealth Consultancy
Solihull

Quick apply

Job details

Permanent | Part-time
£30,000 - £36,000 a year
2 days ago

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Financial planning
Pension
Report writing
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
IT
Financial services
Communication skills
Tax experience
Office experience

Full job description

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

Quick apply

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