Paraplanner

Benefits

• Competitive salary of £40,000 - £50,000 depending on experience.
• Hybrid working options.
• Company pension scheme.
• Ongoing professional development and support towards further qualifications.
• Generous holiday allowance.
• Friendly and supportive team environment.
• Excellent career progression opportunities.

Location: Wolverhampton (Hybrid/Flexible Working Available)

Salary: £40,000 - £50,000 DOE

Job Type: Full-Time, Permanent

About the Role

We are recruiting on behalf of a well-established and growing financial planning firm based in Wolverhampton that is seeking an experienced Paraplanner to join its team.

Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support, undertaking technical research, preparing suitability reports, and helping to ensure clients receive an exceptional service.

This is an excellent opportunity for an experienced Paraplanner looking to join a professional and supportive environment with strong opportunities for career development.

Key Responsibilities

• Prepare clear, accurate, and compliant suitability reports across pensions, investments, protection, and retirement planning.
• Conduct technical research and analysis using a range of provider and research tools.
• Support Financial Advisers with client reviews and recommendations.
• Analyse client information and identify appropriate financial planning solutions.
• Ensure recommendations meet FCA regulatory requirements and company standards.
• Liaise with product providers and internal teams to obtain required information.
• Assist in maintaining client records and ensuring data accuracy within back-office systems.
• Keep up to date with financial services regulations, legislation, and market developments.
• Support the wider administration and advisory teams where required.

Requirements

Essential

• Minimum of 2 years' experience in a Paraplanning role within financial services.
• Strong knowledge of pensions, investments, and protection products.
• Experience writing suitability reports.
• Good understanding of FCA regulations and compliance requirements.
• Excellent analytical and report-writing skills.
• Ability to manage multiple cases and prioritise workloads effectively.
• Strong communication and organisational skills.

Desirable

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.
• Experience using back-office systems such as Intelligent Office, Xplan, Adviser Office, or similar.
• Experience using cashflow modelling software.

To Apply

If you are an experienced Paraplanner looking to join a growing financial planning firm where your technical expertise will be valued and developed, we would love to hear from you. Please submit your CV for immediate consideration.