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Financial Planning Paraplanner – West Midlands
2 months ago
An established financial services organization is seeking to add a Paraplanner to its expanding team. This is a hybrid opportunity, requiring three days per week in the office located in the West Midlands.
Key Responsibilities- Assist Advisors and Directors in providing comprehensive financial planning advice.
- Conduct thorough research and analysis of financial products.
- Prepare and input CFR documentation into Salesforce.
- Generate accurate Inheritance Tax (IHT) calculations and cash flow models.
- Draft suitability letters, reports, and product illustrations.
- Ensure compliance with FCA regulatory standards throughout the process.
This role is ideal for a seasoned Paraplanner with a background in Wealth Management. Candidates should ideally hold a Diploma in Regulated Financial Planning (DipPP).
Compensation and BenefitsThe position offers a competitive salary ranging from £35,000 to £45,000, along with a comprehensive benefits package that includes:
- Performance Related Bonus
- Pension Scheme
- Private Healthcare
- Private Medical Insurance
- Cash Plan for Dental and Optical needs
- 25 days of annual leave, excluding bank holidays