Paraplanner

Ashdown Group; West Midlands Combined Authority, Wolverhampton; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

An established financial services business is seeking a skilled Paraplanner to join their growing team. This hybrid role offers the opportunity to work three days a week in the office, supporting Advisors and Directors in delivering exceptional financial planning services. You will be responsible for researching financial products, producing suitability letters, and ensuring compliance with FCA regulations. With a competitive salary and a comprehensive benefits package, this role is perfect for a motivated professional looking to make a significant impact in the financial services industry. If you are passionate about wealth management and have a Diploma in Paraplanning, we want to hear from you!

Benefits

Performance Related Bonus

Pension

Private Healthcare

Private Medical Insurance

Cash Plan (Dental/Opticians)

25 days holidays excluding bank holidays

Qualifications

• Proven experience as a Paraplanner in Wealth Management.
• Ideally qualified with a Diploma in Paraplanning (DipPP).

Responsibilities

• Support Advisors by advising on financial planning factors and suitable products.
• Input CFR documentation onto Salesforce and ensure compliance with FCA standards.

Skills

Financial Planning

Wealth Management

Research and Analysis

Compliance with FCA Standards

Education

Diploma in Paraplanning (DipPP)

Tools

Salesforce

Job description

An established financial services business is looking to recruit a Paraplanner into its team due to growth. This is a hybrid role with 3 days per week in the office in the Telford / Wolverhampton area, West Midlands.

The successful candidate will support Advisors and Directors by advising on financial planning factors and suitable plans/products. Duties will include inputting CFR documentation onto Salesforce, researching and analysing financial products, producing accurate IHT calculations and cashflow models, producing suitability letters, reports, and illustrations, as well as ensuring end-to-end compliance in line with FCA regulatory standards.

This role would suit a proven Paraplanner with experience in Wealth Management and ideally Diploma in Paraplanning qualified (DipPP).

This Paraplanner role is paying £35,000 - £45,000 plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), plus 25 days holidays excluding bank holidays.