Paraplanner
M
Modus Talent
📍 Solihull, West Midlands (County), United Kingdom
Job Description
PARAPLANNER - Up to £75,000 - Solihull, Hybrid Working, Supportive Team Environment
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 advise...
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 advise...