Paraplanner

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.
Salary:
£45,000
Type:
Permanent
Location:
Staffordshire
Sector:
Office
Ref:
23695
Contact Name:
Jon Heard

Latest Office Jobs

IT Sales Support Executive

Surrey / £30,000

This is an excellent opportunity for a Junior / Graduate Sales Support Executive to join a leading technology firm in the Dorking area of Surrey. This role will initially be 5 days a week in the office and pays a basic of £30,000 + circa £15,000 in commission & bonuses.  To be considered for this position, you will...

Read more

IT Sales Account Manager

London - Central / £45,000 - OTE 80,000K

Technology Services Sales Executive – London – to £45,000 basic - £45,000 with OTE uncapped   Data Security Sales Executive – London - to £45,000 with OTE uncapped. An excellent opportunity for an experienced Sales executive, to join a leading IT and Security solutions provider. This is a fabulous opportunity for somebody who has a background in technical account management, telesales,...

Read more

Operations Administrator

Surrey / £35,000

Compliance and Operations Administrator – £35,000, Remote We are seeking a proactive and detail-oriented Compliance and Operations Administrator to join our clients growing organisation. This role is ideal for someone with experience in legal or contract administration and a passion for ensuring operational excellence. Key Responsibilities: - Contract Review and Support: Assist with reviewing, proofreading, and managing...

Read more
View more

Exclusive roles, straight to your inbox

Not all our jobs make it online. Sign up for Job Alerts and receive our best roles first.