Chartered Paraplanner

Chartered Paraplanner
Solihull Lucent Financial Planning
Hybrid

Salary:depending on experience
Benefits: 30 days holiday bank holidays pension bonus scheme protection benefits and private medical.

Are you looking for a senior paraplanner role that is anything but ordinary

Can you be the person that represents us as the technical voice of our business

Lucent is a Chartered client-focused financial planning firm that believes financial planning should be personal collaborative and genuinely engaging for clients. We pride ourselves on building long-term relationships and doing things slightly differently combining technical excellence with a human approachable style.

The role

Youll do what excellent paraplanners do best:

• High-level technical research and complex case analysis
• Producing high-quality suitability reports
• File checking and maintaining strong compliance standards
• Supporting advisers on complex planning strategies

But this role goes much further Lucent are looking for someone who can become the technical voice of the business.

Someone who can:

• Lead on complex technical cases
• Translate financial planning strategies into clear simple explanations
• Speak confidently at client events and team sessions representing the technical side of the firm
• Contribute technical insights and ideas for social media and marketing content
• Help advisers and the wider team stay ahead of regulation tax planning opportunities and industry change

Lucent recognise that technology will continue to evolve the paraplanning role but what technology cannot replace is the human expert who can interpret complexity explain ideas clearly and build trust with colleagues and clients. Thats exactly the person were looking for.

About you

Youll be someone who:

Is Chartered
Has deep technical knowledge across pensions investments and tax planning
Enjoys solving complex financial planning challenges
Can explain technical ideas in clear simple language
Is confident sharing ideas presenting and speaking with others

wants to play a visible and influential role in a growing financial planning firm.

Apply now!

Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.

To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.