Paraplanner/ Trainee Paraplanner

Heat Recruitment Ltd; Brierley Hill; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

Join a forward-thinking financial planning firm as a Paraplanner and take your career to the next level. This role offers the chance to work in a hybrid environment, providing essential support to financial planners while ensuring compliance and accuracy in client documentation. With a focus on professional development, you’ll have the opportunity to enhance your skills in a supportive team setting. Enjoy a competitive salary, a comprehensive benefits package, and the chance to make a real impact in the financial services sector. If you’re detail-oriented and ready for a rewarding challenge, this position is perfect for you.

Benefits

Company Pension Scheme

Life Insurance Cover

Free On-Site Parking

Additional Annual Leave

Paid Sick Leave

Qualifications

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

Responsibilities

• Prepare clear and compliant suitability reports for clients.
• Draft client communications and maintain accurate records.

Skills

Financial Services Experience

Communication Skills

Attention to Detail

Report Writing

Time Management

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