Client Advisory Paraplanner – West Midlands

3 weeks ago


West Midlands, United Kingdom ASHDOWN GROUP Full time
Position Overview

An 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 Responsibilities
  • Assist Advisors and Directors in evaluating financial planning considerations and recommending appropriate strategies and products.
  • Input CFR documentation into Salesforce.
  • Conduct thorough research and analysis of financial products.
  • Generate precise Inheritance Tax (IHT) calculations and cash flow models.
  • Prepare suitability letters, reports, and illustrations.
  • Ensure compliance with FCA regulatory standards throughout the process.
Candidate Profile

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

Compensation and Benefits

The remuneration for this paraplanner position ranges from £35,000 to £45,000, complemented by a benefits package that includes:

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


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