Paraplanner

Integro Partners; United Kingdom; On-site; GBP 30,000 - 38,000; Full time

Job summary

A leading independent wealth management firm in Solihull is seeking a Paraplanner to support their growing financial advisory team. The role offers hybrid working with responsibilities including drafting Suitability Reports and preparing annual financial reviews. Join a forward-thinking firm that values client service and work-life balance.

Benefits

27 days holiday + bank holidays

5% pension contribution

Performance-based bonus

Qualifications

• Strong understanding of pensions, investments, and drawdown strategies.
• Experience in preparing Suitability Reports.
• Excellent organizational and communication skills.

Responsibilities

• Draft comprehensive Suitability Reports based on client needs.
• Prepare annual reports on pensions and investments.
• Support advisers with technical research and analysis.

Skills

Organizational skills

Communication skills

Understanding of pensions

Understanding of investments

Drawdown strategies

Job description

Paraplanner

Solihull Based

Hybrid Working: 3 days WFH / 2 days Office-based

Salary: £30,000 - £38,000 DOE

Performance-Based Bonus (additional)

Working Hours: 9:30 am - 4:00 pm

Benefits: 27 days holiday + bank holidays, 5% pension

Are you looking to work for an award-winning, independent wealth management firm? Do you want to regain work-life balance and work with a well-established practice? Then this role could be for you!

My client is committed to providing exceptional client service and achieving positive outcomes for their clients.

Responsibilities:

• Draft comprehensive Suitability Reports based on client needs and circumstances.
• Prepare annual reports covering pensions, investments, and drawdowns.
• Support advisers with technical research and analysis.
• Assist in developing and reviewing client financial strategies.
• Ensure all client-facing documentation complies with standards.

Requirements:

• Strong understanding of pensions, investments, and drawdown strategies.
• Experience in preparing Suitability Reports and conducting annual financial reviews.
• Excellent organizational and communication skills.
• Team-oriented with the ability to manage multiple tasks.

If you're eager to advance your career and contribute to a growing financial advisory team, apply now!