We are currently recruiting for an experienced Paraplanner on behalf of our client, a well-established wealth management firm in the Wolverhampton area. This role offers an excellent opportunity to support a dynamic team of advisers in delivering high-quality financial services to clients. The successful candidate will provide technical paraplanning support, helping to design and implement comprehensive financial strategies tailored to clients' needs. Key Duties and Responsibilities : Provide high-level technical paraplanning support to the team. Collaborate closely with advisers to identify financial planning opportunities and source suitable solutions for clients. Construct financial planning solutions across investment, retirement, tax, and estate planning, supported by detailed reports and computer models. Communicate with clients and other parties to ensure smooth case progression. Consider asset allocation and develop appropriate investment strategies in line with clients' risk profiles. Produce clear, comprehensive suitability reports, ensuring compliance with regulations. Act as the primary point of contact for technical queries, supporting clients throughout their financial journey. Prepare for client reviews, updating financial models, and generating performance reports. Obtain necessary information, quotes, illustrations, and product details to support analysis. Assist with tax calculations and provide support during client review meetings. Stay up to date with template changes, advice notes, and industry developments. Person Specification : Knowledge and Experience : Previous paraplanning experience in an IFA or Wealth Management setting. Minimum Level 4 Diploma (or working towards) in Financial Planning (or FPC qualified with substantial experience). Ideally working towards Chartered Financial Planner status. Familiarity with key research systems (e.g., Analytics, Voyant). Experience in pension transfers and the administration of IHT/Investment products. Up-to-date knowledge of relevant financial regulations and legislation. Skills and Behaviours : Strong numeracy and analytical skills. High attention to detail and accuracy in transposing information. Experience using templated Suitability Letters and dealing with third parties with discretion. Excellent organisational and communication skills. Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Ability to manage multiple tasks and conflicting priorities efficiently. Positive attitude and a strong team player. Passionate about providing exceptional client service. Required Competencies : Quality Focus : Ensures high-quality work, meeting deadlines with minimal supervision. Teamwork : Promotes collaboration within the team to achieve common goals. Embracing Change : Adapts positively to new practices and solutions. Development : Committed to continuous learning and self-improvement. Effective Communication : Communicates ideas clearly, adapting to the audience. Planning & Organising : Efficiently manages time and resources to meet objectives. Client Care : Maintains a high standard of service, ensuring client satisfaction. If you are looking to develop your career in a supportive environment with opportunities for growth, we would love to hear from you. Apply now to be considered for this exciting Paraplanner role.