Paraplanner

We are currently recruiting for an experienced Paraplanner on behalf of our client, a well-established wealth management firm in the Wolverhampton area. This role offers an excellent opportunity to support a dynamic team of advisers in delivering high-quality financial services to clients. The successful candidate will provide technical paraplanning support, helping to design and implement comprehensive financial strategies tailored to clients' needs.

Key Duties and Responsibilities:

• Provide high-level technical paraplanning support to the team.
• Collaborate closely with advisers to identify financial planning opportunities and source suitable solutions for clients.
• Construct financial planning solutions across investment, retirement, tax, and estate planning, supported by detailed reports and computer models.
• Communicate with clients and other parties to ensure smooth case progression.
• Consider asset allocation and develop appropriate investment strategies in line with clients' risk profiles.
• Produce clear, comprehensive suitability reports, ensuring compliance with regulations.
• Act as the primary point of contact for technical queries, supporting clients throughout their financial journey.
• Prepare for client reviews, updating financial models, and generating performance reports.
• Obtain necessary information, quotes, illustrations, and product details to support analysis.
• Assist with tax calculations and provide support during client review meetings.
• Stay up to date with template changes, advice notes, and industry developments.

Person Specification:

Knowledge and Experience:

• Previous paraplanning experience in an IFA or Wealth Management setting.
• Minimum Level 4 Diploma (or working towards) in Financial Planning (or FPC qualified with substantial experience).
• Ideally working towards Chartered Financial Planner status.
• Familiarity with key research systems (e.g., Analytics, Voyant).
• Experience in pension transfers and the administration of IHT/Investment products.
• Up-to-date knowledge of relevant financial regulations and legislation.

Skills and Behaviours:

• Strong numeracy and analytical skills.
• High attention to detail and accuracy in transposing information.
• Experience using templated Suitability Letters and dealing with third parties with discretion.
• Excellent organisational and communication skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Ability to manage multiple tasks and conflicting priorities efficiently.
• Positive attitude and a strong team player.
• Passionate about providing exceptional client service.

Required Competencies:

• Quality Focus: Ensures high-quality work, meeting deadlines with minimal supervision.
• Teamwork: Promotes collaboration within the team to achieve common goals.
• Embracing Change: Adapts positively to new practices and solutions.
• Development: Committed to continuous learning and self-improvement.
• Effective Communication: Communicates ideas clearly, adapting to the audience.
• Planning & Organising: Efficiently manages time and resources to meet objectives.
• Client Care: Maintains a high standard of service, ensuring client satisfaction.

If you are looking to develop your career in a supportive environment with opportunities for growth, we would love to hear from you. Apply now to be considered for this exciting Paraplanner role.