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Paraplanner

Posted: 03/09/26
Recruiter:Integro Partners
Reference:3167691126
Type:Permanent
Salary:£30,000 - £55,000 Annual
Location:Shirley, West Midlands
Description: Paraplanner / Trainee Paraplanner

Location: Solihull
Working Pattern: 3 days office / 2 days WFH

I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.

This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities.

The Role
  • Supporting advisers across a range of financial planning cases
  • Preparing suitability reports and client recommendations
  • Conducting research across pensions, investments, and protection products
  • Assisting with cashflow modelling and technical calculations
  • Supporting client review processes and ongoing servicing work
  • Liaising with providers and third parties where required
  • Maintaining accurate client records and ensuring compliant file management
  • Working closely with a collaborative technical support team
What They re Looking For
  • Experience within an IFA / wealth management environment
  • Previous paraplanning, report writing, or technical administration experience
  • Good understanding of pensions and investment products
  • Strong organisational skills and attention to detail
  • Comfortable managing workloads and deadlines effectively
  • Level 4 Diploma qualified or currently working towards RO exams
What s on Offer
  • Hybrid working arrangement (3 days office / 2 days WFH)
  • Strong study support and progression opportunities
  • Supportive and collaborative team environment
  • Exposure to a wide variety of financial planning cases
  • Long-term career development within a growing business
If this could be of interest, please apply or get in touch for a confidential discussion.

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