Senior Paraplanner — Flexible Hours & Growth Path

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

Job summary

Bell Cornwall Recruitment partners with a small, established financial planning firm in the West Midlands to appoint an experienced Paraplanner. The role offers a £38,000–£42,000 salary, permanent status and office-based working with flexible hours.

You will work closely with two advisers, delivering high-quality paraplanning support across pensions, investments and retirement planning. The successful candidate will be highly organised, able to work independently, and take ownership of cases.

Qualifications

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

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

Experience in IFA/financial planning

Suitability reports

Technical knowledge pensions/invest

Xplan

Voyant

Organised

Workload ownership

Proactive & team player

High-quality work

Tools

Xplan

Voyant

Job description

Bell Cornwall Recruitment partners with a small, established financial planning firm in the West Midlands to appoint an experienced Paraplanner. The role offers a £38,000–£42,000 salary, permanent status and office-based working with flexible hours.

You will work closely with two advisers, delivering high-quality paraplanning support across pensions, investments and retirement planning. The successful candidate will be highly organised, able to work independently, and take ownership of cases.