Search

Paraplanner

Posted: 09/12/24
Recruiter:Ellis James Partners Ltd
Reference:2863768627
Type:Permanent
Salary:£35,000 - £45,000 Annual
Location:Staffordshire
Description: Technical Paraplanner - Wolverhampton
Salary: £35,000 - £45,000 (DOE)

Are you a skilled Paraplanner looking for your next opportunity in a dynamic financial planning environment?

We are recruiting for a Technical Paraplanner to join a well-established firm in Wolverhampton.

This is a fantastic opportunity to take on a technically focused role while working closely with experienced advisers to deliver exceptional client service.

Key Responsibilities
  • Conduct detailed research and prepare high-quality suitability reports across pensions, investments, and protection products.
  • Support financial advisers with technical analysis and case preparation, ensuring compliance and accuracy.
  • Liaise with clients, building strong relationships and handling queries with professionalism.
  • Stay up-to-date with industry trends and regulations, applying this knowledge to client strategies.
  • Manage back-office systems, ensuring all client records are maintained accurately and efficiently.
What We re Looking For
  • Level 4 Diploma in Regulated Financial Planning (or working towards it).
  • Proven experience in a paraplanning role within a financial planning or wealth management firm.
  • Strong knowledge of financial products, tax planning, and cash flow modelling.
  • Excellent attention to detail and analytical skills.
  • Confident communicator who thrives in a collaborative environment.
What s on Offer
  • A competitive salary of £35,000 - £45,000, based on experience.
  • Study support and career development opportunities to help you achieve Chartered status.
  • Hybrid working options after onboarding (3 days in office)
  • A supportive and inclusive company culture.
  • Additional benefits, including pension contributions, bonus schemes, and annual leave allowance.
If you re passionate about technical excellence and want to take your career to the next level, this role offers the perfect platform to grow within a thriving financial planning practice.

For more details or to apply, get in touch today!

Share this

Recruiting now

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our cookie policy OK