Paraplanning Support Specialist

23 hours ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
About the Role

A renowned financial services company in the UK is seeking a talented Paraplanner to join its team. This role offers a fantastic opportunity for a professional to gain experience in financial planning and wealth management.

The successful candidate will be responsible for supporting Advisors and Directors by assisting with financial planning factors and suitable plans/products. Key tasks include:

  1. Inputting documentation onto Salesforce
  2. Conducting research and analysis on financial products
  3. Preparing accurate IHT calculations and cashflow models
  4. Creating suitability letters, reports, and illustrations
  5. Ensuring end-to-end compliance in line with FCA regulatory standards

Requirements: Diploma in Paraplanning qualified (DipPP) and experience in Wealth Management.

Benefits: Salary £42,000 - £48,000, Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), plus 25 days holidays excluding bank holidays.



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