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Date Added: Mon 16/09/2024

Paraplanner Hybrid

Wolverhampton, UK
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Company: ELLIS JAMES PARTNERS LIMITED

Job Type: Permanent, FullTime

Salary: £35,000 - £45,000 per annum

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?
  • Diploma-qualified (DipPFS) or working towards it.
  • 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 (DOE)
  • Pension plan
  • Private healthcare (after probation) 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.
Apply Now