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Client Advisory Paraplanner – West Midlands

2 months ago

West Midlands, United Kingdom ASHDOWN GROUP Full time
Role Overview

An established financial services organization is seeking to add a Paraplanner to its expanding team. This position offers a hybrid working arrangement, requiring three days per week in the office.

Key Responsibilities
  • Assist Advisors and Directors in evaluating financial planning elements and recommending appropriate strategies and products.
  • Input necessary documentation into Salesforce and conduct thorough research on financial offerings.
  • Perform accurate Inheritance Tax calculations and develop cash flow models.
  • Generate suitability letters, comprehensive reports, and illustrative materials.
  • Ensure compliance with all relevant FCA regulatory standards throughout the process.
Candidate Profile

This opportunity is ideal for a qualified Paraplanner with a background in Wealth Management, preferably holding a Diploma in Professional Financial Planning (DipPP).

Compensation and Benefits

The position offers a competitive salary range of £35,000 - £45,000 along with a comprehensive benefits package, which includes:

  • Performance Related Bonus
  • Pension Scheme
  • Private Healthcare
  • Private Medical Insurance
  • Cash Plan for Dental and Optical services
  • 25 days of annual leave, excluding bank holidays