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Financial Planning Specialist
2 months ago
A leading financial services business, ASHDOWN GROUP, is seeking a skilled Paraplanner to join its team due to growth. This hybrid role involves working 3 days a week in the Wolverhampton office, West Midlands.
Key Responsibilities- Support Advisors and Directors by providing expert advice on financial planning factors and suitable plans/products.
- Input CFR documentation onto Salesforce, research and analyze financial products, produce accurate IHT calculations and cashflow models, and ensure end-to-end compliance with FCA regulatory standards.
- Produce suitability letters, reports, and illustrations.
This role is ideal for a proven Paraplanner with experience in Wealth Management and a Diploma qualification (DipPP).
What We OfferA competitive salary of £35,000 - £45,000, plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), and 25 days holidays excluding bank holidays.
