Paraplanner for Hybrid Role
1 month ago
A Paraplanner is required for a hybrid role with 3 days in-office work in the West Midlands. The successful candidate will have experience in Wealth Management and hold a Diploma in Paraplanning qualification (DipPP) or equivalent.
Main Responsibilities:- Inputting documentation onto Salesforce
- Researching and analysing financial products
- Producing accurate IHT calculations and cashflow models
- Creating suitability letters, reports, and illustrations
- Ensuring end-to-end compliance with FCA regulatory standards
- Proven Paraplanner with Wealth Management experience
- Diploma in Paraplanning qualification (DipPP) preferred
- Salary £38,250 - £43,750
- Performance Related Bonus
- Pension
- Private Healthcare
- Private Medical Insurance
- Cash Plan
- 25 days holidays excluding bank holidays
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