Senior Paraplanner | Flexible Hours & Case Ownership

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

Job summary

Bell Cornwall Recruitment is seeking an experienced Paraplanner for a small, established financial planning firm in Sutton Coldfield, West Midlands. This permanent role offers the chance to work closely with two advisers, delivering high-quality paraplanning across the full advice process and taking ownership of cases with minimal supervision.

You will research pensions, investments and retirement planning, prepare suitability reports, model cash flows in Voyant, and manage workflows in Xplan.

Qualifications

• Experience in an IFA or financial planning environment.
• Strong technical knowledge across pensions, investments and retirement planning.
• Experience using Xplan and Voyant.
• Highly organised with excellent attention to detail.

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

Paraplanning

Financial planning

Attention to detail

Organised

Xplan

Voyant

Tools

Xplan

Voyant

Job description

Bell Cornwall Recruitment is seeking an experienced Paraplanner for a small, established financial planning firm in Sutton Coldfield, West Midlands. This permanent role offers the chance to work closely with two advisers, delivering high-quality paraplanning across the full advice process and taking ownership of cases with minimal supervision.

You will research pensions, investments and retirement planning, prepare suitability reports, model cash flows in Voyant, and manage workflows in Xplan.