Paraplanner / Trainee Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Brierley Hill; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

An established and reputable financial planning firm is seeking a detail-oriented Paraplanner to join their team. This role offers a fantastic opportunity for growth within the financial services sector, perfect for those looking to advance their careers. With hybrid working options after training, you will assist in preparing compliant reports and support financial planners in delivering exceptional client service. Join a dynamic team where your attention to detail and communication skills will be highly valued, and enjoy benefits such as a company pension scheme and additional annual leave.

Benefits

Company pension scheme

Life insurance cover

Free on-site parking

Additional annual leave allowance

Paid sick leave

Qualifications

• Experience in a financial services environment is essential.
• Strong communication and attention to detail are crucial.

Responsibilities

• Assist in preparing clear and compliant suitability reports.
• Draft letters for fund switches and client communications.
• Maintain accurate client records on internal systems.

Skills

Financial services experience

Strong communication skills

Attention to detail

Report writing

Tools

Defaqto

SelectaPension

Job description

Paraplanner - Hybrid Working - Up to 35,000

Location: Dudley, West Midlands
Job Type: Full-time, Permanent

An established and reputable financial planning firm based in the Dudley area is looking for a driven and detail-focused Paraplanner to join their team. This is an excellent opportunity for someone with experience in financial services support who is ready to develop their career in paraplanning.

This role offers hybrid working once initial training has been successfully completed and competency has been demonstrated.

This role is suitable for either a Paraplanner who is already operating within the role, or an Administrator within an IFA setting who is looking to progress.

Key Responsibilities

• Assist in the preparation of clear, accurate and compliant suitability reports for pensions, investments, and protection advice.

• Draft letters for fund switches, top-ups, and other client communications.

• Prepare product illustrations and collate supporting compliance documents.

• Ensure all client records are accurately maintained and updated on internal systems.

• Work closely with financial planners to support them in delivering a high standard of client service.

Candidate Profile

• Previous experience in a financial services environment.

• Strong communication skills, both written and verbal.

• Excellent attention to detail and a high level of accuracy.

• Able to manage multiple priorities and work to deadlines.

• Comfortable working independently and as part of a wider team.

• Report writing experience is desirable.

• Familiarity with tools such as Defaqto or SelectaPension would be beneficial.

Benefits

• Salary up to 35,000, depending on experience

• Opportunity for hybrid working following successful completion of training

• Company pension scheme

• Life insurance cover

• Free on-site parking

• Additional annual leave allowance

• Paid sick leave