Paraplanner

Trainee Financial Adviser – Independent Financial Planning Firm

Location: Solihull

Salary: Negotiable, dependent on experience (DOE)

Benefits: 23 days holiday, 4x Death in Service, 6% Pension

Work Environment: Young, vibrant team with a clear progression path

An exciting opportunity has opened for a Paraplanner/Trainee Financial Adviser to join a highly regarded independent financial planning firm specialising in advising doctors on their financial needs. We’re seeking a candidate with at least 2 years of paraplanning experience, and Level 4 qualified

What You'll Do:

- Support financial planners in preparing client reports and recommendations

- Conduct research and analysis on products and providers

- Manage client reviews, creating tailored financial plans

- Prepare technical financial documents for client meetings

Requirements:

- Minimum 2 years of paraplanning experience

- Level 4 Diploma qualified (or currently working towards it)

- Proficiency in financial planning software and excellent analytical skills

- Strong interpersonal skills and a commitment to client-focused service

Why Join Us?

- A clear progression path within a dynamic, supportive team

-Support to become Chartered (paid for by the company)

-Mentoring from a Financial Advisor and exposure to clients

- Hybrid working arrangement, with a blend of in-office and remote flexibility

- Focused exclusively on a rewarding and dedicated client base

If you're a passionate, detail-oriented paraplanner looking to advance to becoming a Financial Adviser within a reputable firm, we'd love to hear from you