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Paraplanner - West Midlands

Ashdown Group
Posted 2 days ago, valid for 17 days
Location

Wolverhampton, Staffordshire WV6 7NR

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established financial services business is seeking to recruit a Paraplanner due to growth.
  • This hybrid role requires three days per week in the office located in the Telford / Wolverhampton area of the West Midlands.
  • The successful candidate will support Advisors and Directors by advising on financial planning factors and suitable plans/products.
  • Candidates should have proven experience as a Paraplanner in Wealth Management and ideally hold a Diploma in Paraplanning (DipPP).
  • The salary for this position ranges from £35,000 to £45,000, along with benefits including a Performance Related Bonus, Pension, and 25 days of holidays.

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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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.