Growth-Focused Paraplanner | Path to Adviser

Bell Cornwall Recruitment; West Midlands; On-site; GBP 38,000 - 42,000; Full time

Job summary

Bell Cornwall Recruitment is seeking an experienced Paraplanner to join a small, established financial planning firm in the West Midlands. You will provide high-quality technical and paraplanning support across the full advice process, working closely with two advisers.

You'll manage cases with minimal supervision, build your role around your strengths, and have clear progression paths towards adviser roles or specialist paraplanning. Office-based role with flexible hours.

Qualifications

• Experience within an IFA or financial planning environment.
• Confident preparing suitability reports with minimal supervision.
• Strong technical knowledge across pensions, investments and retirement planning.

Responsibilities

• Preparing suitability reports and recommendation letters.
• Undertaking technical and product research across pensions, investments and retirement planning.
• Preparing and maintaining cash-flow models using Voyant.
• Managing client information, workflows and cases through Xplan.
• Supporting advisers with client reviews, new business and ongoing planning.
• Liaising with providers, platforms and other third parties.
• Managing your own caseload and ensuring work is completed accurately and on time.
• Maintaining high standards of compliance, documentation and file quality.
• Providing technical support and identifying issues or opportunities for the advisers.

Skills

Attention to detail

Organised

Independent worker

Proactive

Team player

Education

Experience in IFA/financial planning

Tools

Xplan

Voyant

Job description

Bell Cornwall Recruitment is seeking an experienced Paraplanner to join a small, established financial planning firm in the West Midlands. You will provide high-quality technical and paraplanning support across the full advice process, working closely with two advisers.

You'll manage cases with minimal supervision, build your role around your strengths, and have clear progression paths towards adviser roles or specialist paraplanning. Office-based role with flexible hours.