Job Title: Paraplanner Location: Wolverhampton Salary: Up to £45k (Dependent on experience) Hours: Full-time, Hybrid Working AvailableOverview: A prestigious SJP Partner Practice based in Wolverhampton is seeking a Diploma-qualified, or working towards, 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 (SJP, FCA).
* 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?
1. Diploma-qualified (DipPFS) or working towards it.
2. Previous experience in a Wealth Management or IFA environment.
3. Strong knowledge of financial products, regulations, and compliance.
4. Excellent written and verbal communication skills.
5. Proficiency with IT systems, including Sa...