Location
Meriden, Solihull
Posted
June 16, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
Paraplanner job – an excellent opportunity to join a growing independent financial planning firm
This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you’ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.
In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.
Your responsibilities will include:
* Preparing accurate and compliant suitability reports
* Undertaking detailed product research and financial analysis
* Supporting Advisers with client review packs and case preparation
* Managing...
This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you’ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.
In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.
Your responsibilities will include:
* Preparing accurate and compliant suitability reports
* Undertaking detailed product research and financial analysis
* Supporting Advisers with client review packs and case preparation
* Managing...