Paraplanner
Modus Talent
The Paraplanner Job
We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull.
This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You'll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice.
The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business.
Key Paraplanner Responsibilities Include:
- Conducting research and preparing suitability reports for new and existing clients.
- Producing accurate, compliant and client-focused documentation.
- Supporting advisers with technical research and portfolio analysis.
- Maintaining accurate client records across systems and platforms.
- Keeping up to date with regulatory and industry changes.
- Supporting file checking and compliance processes.
- Acting as a technical support point for advisers and colleagues.
- Contributing to process improvements and best practice across the business.
- Building positive relationships with clients, colleagues and third-party providers.
- Using tools such as Voyant, Timeline, Intelliflo and FE Analytics to support client planning.
The ideal candidate will have previous paraplanning experience within a financial planning or wealth management environment and be confident working in a technical support role.
You will also have:
- Level 4 qualified, Diploma in Regulated Financial Planning
- Strong organisational and time management skills.
- The ability to manage workloads effectively and meet deadlines.
- Excellent attention to detail.
- Good communication and interpersonal skills.
- Strong Microsoft Word and Excel skills.
- A proactive and team-focused approach.
- Chartered QCF level 6 in Financial Planning
- Knowledge of systems such as Intelligent Office, FE Analytics, Adviser Asset, Defaqto, Timeline, Voyant and Moneyinfo.
- Experience supporting advisers with technical research and client recommendations.
- Up to £75,000 Depending on Experience
- Hybrid working following probation
- Company pension
- Supportive and collaborative team environment
- Opportunity to work with market-leading financial planning technology
- Long-term career development opportunities
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
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