An established financial services business is looking to recruit a Paraplanner into its team due to growth. This is a hybrid role with 3 days per week in the office in the Telford / Wolverhampton area, West Midlands.
The successful candidate will support Advisors and Directors by advising on financial planning factors and suitable plans/products. Duties will include inputting CFR documentation onto Salesforce, researching and analysing financial products, producing accurate IHT calculations and cashflow models, producing suitability letters, reports, and illustrations, as well as ensuring end-to-end compliance in line with FCA regulatory standards.
This role would suit a proven Paraplanner with experience in Wealth Management and ideally Diploma in Paraplanning qualified (DipPP).
This Paraplanner role is paying £35,000 - £45,000 plus benefits including 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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