Paraplanner Specialist

4 weeks ago


Wolverhampton, Wolverhampton, United Kingdom Ellis James Partners Limited Full time
Paraplanner Opportunity at Ellis James Partners Limited

We are seeking a skilled Paraplanner to join our team at Ellis James Partners Limited. As a Paraplanner, you will play a crucial role in supporting our Advisors in researching financial products and preparing suitability reports.

Key Responsibilities:
  • Support Advisors in researching financial products and preparing suitability reports.
  • Produce accurate IHT calculations and cash flow models.
  • Ensure all reports and recommendations meet compliance standards.
  • Manage and update client files and systems.
  • Keep Advisors and the Paraplanning Lead informed throughout the process.
  • Stay up to date with regulatory changes and contribute to team meetings.
Requirements:
  • 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 We Offer:
  • 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. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.



  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our close-knit team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in providing technical support to our Advisors and Directors, informing and advising on financial planning factors, and utilising suitable plans and products.Key...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our close-knit team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in providing technical support to our Advisors and Directors, informing and advising on financial planning factors, and utilising suitable plans and products.Key...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunitySalary: £35,000 - £45,000We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.The opportunity entails providing technical support to the Advisors and...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunitySalary: £35,000 - £45,000We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.The opportunity entails providing technical support to the Advisors and...


  • Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time £35,000 - £45,000

    At Lime People Search & Select Ltd, we are seeking a skilled Financial Planning Specialist to join our team. As a Paraplanner, you will be responsible for informing and advising clients on financial planning factors and suitable plans and products. Your key responsibilities will include:Key Responsibilities:Compiling reports and illustrations in a timely and...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: We are seeking a highly skilled Financial Planning and Advisory Expert to join our team at Premier Jobs UK Limited.About the Role: As a Senior Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients. You will inherit a client bank and take over the ongoing financial planning...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job OverviewThis employed Financial Adviser role provides the opportunity to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser OpportunityThis employed Financial Adviser role provides the chance to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial AdvisorThis is an exciting opportunity to join a successful and independent financial advice group as a Financial Advisor. The company has grown significantly since its inception in 2011, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives.Job Summary:We are seeking a...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser OpportunityThis employed Financial Adviser role provides the chance to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Financial AdvisorThis is an exciting opportunity to join a successful and independent financial advice group as a Financial Advisor. The company has grown significantly since its inception in 2011, through acquiring smaller IFAs and organic growth by developing accountancy connections and various marketing initiatives.Job Summary:We are seeking a...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser OpportunityThis is an exciting opportunity for a Financial Adviser to join a successful and independent financial advice group. The role offers a chance to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients....


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser OpportunityThis is an exciting opportunity for a Financial Adviser to join a successful and independent financial advice group. The role offers a chance to inherit a client bank and take over the ongoing financial planning servicing.You will be provided with clients from one of the Directors of the business and also newly acquired clients....


  • Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time

    Job Title: ParaplannerWe are seeking an experienced Paraplanner to provide technical support to our Financial Advisory team.Key Responsibilities:Provide high-quality support to our advisors, responding to queries in a timely mannerInput CFR documentation onto SalesforceResearch and analyze financial products to meet client requirements and objectivesProduce...


  • Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time

    Job Title: ParaplannerWe are seeking an experienced Paraplanner to provide technical support to our Financial Advisory team.Key Responsibilities:Provide high-quality support to our advisors, responding to queries in a timely mannerInput CFR documentation onto SalesforceResearch and analyze financial products to meet client requirements and objectivesProduce...