Client Advisory Paraplanner – West Midlands
3 weeks ago
An established financial services organization is seeking to add a Paraplanner to its growing team. This role offers a hybrid working arrangement, requiring attendance at the Wolverhampton office three days a week.
Key ResponsibilitiesThe successful candidate will provide essential support to Advisors and Directors by offering insights on financial planning considerations and recommending appropriate plans and products. Responsibilities include:
- Inputting CFR documentation into Salesforce
- Conducting research and analysis of financial products
- Generating precise IHT calculations and cashflow models
- Creating suitability letters, reports, and illustrations
- Ensuring comprehensive compliance with FCA regulatory standards
This opportunity is ideal for a seasoned Paraplanner with a background in Wealth Management, preferably holding a Diploma in Professional Financial Planning (DipPP).
Compensation and BenefitsThe Paraplanner position offers a competitive salary range of £35,000 - £45,000, complemented by a benefits package that includes:
- Performance Related Bonus
- Pension Scheme
- Private Healthcare
- Private Medical Insurance
- Cash Plan (Dental/Opticians, etc.)
- 25 days of annual leave, excluding bank holidays
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Client Advisory Paraplanner – West Midlands
3 weeks ago
West Midlands, United Kingdom ASHDOWN GROUP Full timeRole OverviewAn established financial services firm is seeking to add a Paraplanner to its growing team. This position offers a hybrid working arrangement, requiring three days per week in the office located in the West Midlands.Key ResponsibilitiesThe successful candidate will play a crucial role in supporting Advisors and Directors by providing insights on...
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Client Advisory Paraplanner – West Midlands
3 weeks ago
West Midlands, United Kingdom ASHDOWN GROUP Full timePosition OverviewAn established financial services firm is seeking to add a Paraplanner to its growing team. This role offers a hybrid working arrangement, requiring attendance at the Wolverhampton office three days a week.Key ResponsibilitiesAssist Advisors and Directors in evaluating financial planning considerations and recommending appropriate strategies...
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Client Advisory Paraplanner – West Midlands
3 weeks ago
West Midlands, United Kingdom ASHDOWN GROUP Full timeRole OverviewAn 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 ResponsibilitiesAssist Advisors and Directors in evaluating financial planning elements and recommending appropriate strategies and products.Input...
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Financial Planning Paraplanner – West Midlands
3 weeks ago
West Midlands, United Kingdom ASHDOWN GROUP Full timePosition OverviewAn 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 ResponsibilitiesAssist Advisors and Directors in providing comprehensive financial planning advice.Conduct thorough research and...
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