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Wolverhampton
Paraplanner Hybrid

Paraplanner Hybrid

Ellis James Partners Limited

Posted 3 days ago, valid for 12 days

Wolverhampton, Staffordshire WV6 7BQ, England

£45 per hour

Full Time

Retirement Plan

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Sonic Summary

A prestigious SJP Partner Practice in Wolverhampton is seeking a Diploma-qualified Paraplanner or one working towards the qualification.
The role involves assisting the Paraplanning Lead with research, drafting compliant client reports, and ensuring adherence to regulations.
The position offers a competitive salary of up to £45k, depending on experience, along with benefits such as private healthcare and 25 days of holiday.
Candidates should have prior experience in a Wealth Management or IFA environment and possess strong knowledge of financial products and compliance.
This full-time role supports hybrid working and includes additional perks like early finishes on Fridays and team socials.

Job Title: Paraplanner Location: Wolverhampton Salary: Up to £45k (Dependent on experience) Hours: Full-time, Hybrid Working AvailableOverview: A prestigious SJP Partner Practice based in Wolverhampton is seeking a Diploma-qualified, or working towards, Paraplanner. The successful candidate will work closely with the Paraplanning Lead, assisting in the research, preparation, and drafting of compliant client reports. This role offers a competitive salary and a range of benefits, including hybrid working.What will you do?

Support Advisors by researching financial products and preparing suitability reports.
Produce accurate IHT (Inheritance Tax) calculations and cash flow models.
Ensure all reports and recommendations meet compliance standards (SJP, FCA).
Manage and update client files and systems, ensuring timely business processing.
Keep Advisors and the Paraplanning Lead informed throughout the process.
Stay up to date with regulatory changes and contribute to team meetings.

What do you need?

Diploma-qualified (DipPFS) or working towards it.
Previous experience in a Wealth Management or IFA environment.
Strong knowledge of financial products, regulations, and compliance.
Excellent written and verbal communication skills.
Proficiency with IT systems, including Salesforce and Microsoft Office.

What’s included?

Competitive salary up to £45k (DOE)
Pension plan
Private healthcare (after probation) and Private Medical Insurance cash plan
25 days holiday + bank holidays
Early finish on Fridays
Hybrid working and team socials

This is an exciting opportunity for an experienced Paraplanner to join a successful and growing practice.

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