Financial Planning Paraplanner

4 weeks ago

Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time

Financial Planning Paraplanner Position - Hybrid Working - Competitive Salary

A well-established Financial Advisory firm is looking to enhance their team with an experienced Paraplanner. This organization has been delivering exceptional financial guidance for over two decades and is committed to fostering professional growth, offering training, and creating pathways for advancement within the company.

As a Paraplanner, your role will involve providing essential technical support to Financial Advisers and the support team. You will be responsible for analyzing client portfolios, conducting fund research, and preparing suitability reports.

To excel in this position, prior experience in a similar Paraplanner role within a Financial Advisory setting is essential.

Key Benefits and Additional Information:

  • Attractive starting salary range
  • Hybrid working model - 3 days in the office, 2 days remote
  • Financial support for study materials and exams to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Comprehensive internal training and accreditation program
  • Opportunities for career progression within Paraplanning
  • Annual bonus linked to company performance
  • Generous holiday allowance plus public holidays
  • Pension scheme
  • Private Health Care available after successful completion of probation
  • Private Medical Insurance cash plan covering additional services including dental and optical care
  • Standard office hours with an early finish on Fridays

For further details, please reach out for more information.

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