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:
1. Inputting CFR documentation onto Salesforce
2. Researching and analysing financial products
3. Producing accurate IHT calculations and cashflow models
4. Producing suitability letters, reports, and illustrations
5. 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.
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