Paraplanner

Job Title: Paraplanner

Location: Wolverhampton

Salary: Up to £45k 

Hours: Full-time, Hybrid Working Available

Overview:

A prestigious Wealth Management Practice based in Wolverhampton is seeking a Paraplanner. The successful candidate will work closely with the Paraplanning Lead, assisting in the research, preparation, and drafting of compliant client reports. This role offers a competitive salary and a range of benefits, including hybrid working.

What will you do?

• Support Advisors by researching financial products and preparing suitability reports.


• Produce accurate IHT (Inheritance Tax) calculations and cash flow models.


• Ensure all reports and recommendations meet compliance standards.


• Manage and update client files and systems, ensuring timely business processing.


• Keep Advisors and the Paraplanning Lead informed throughout the process.


• Stay up to date with regulatory changes and contribute to team meetings.

What do you need?

• Diploma-qualified (DipPFS) or working towards it. (junior candidates accepted)


• Previous experience in a Wealth Management or IFA environment.


• Strong knowledge of financial products, regulations, and compliance.


• Excellent written and verbal communication skills.


• Proficiency with IT systems, including Salesforce and Microsoft Office.

What’s included?

• Competitive salary up to £45k 


• Pension plan


• Private healthcare and Private Medical Insurance cash plan


• 25 days holiday + bank holidays


• Early finish on Fridays


• Hybrid working and team socials

This is an exciting opportunity for an experienced Paraplanner to join a successful and growing practice.