Paraplanner
A well-established and growing Independent Financial Advice firm is seeking an experienced Paraplanner to join its Wolverhampton office. This is an excellent opportunity for a technically skilled financial services professional to become part of a collaborative team supporting advisers in delivering high-quality financial planning solutions.
Key Responsibilities
- Conduct technical research and analysis to support Financial Planners.
- Prepare suitability reports and recommendation documentation.
- Analyse client portfolios and identify planning opportunities.
- Produce cashflow modelling and financial planning reports.
- Liaise with advisers, providers, and support teams to ensure the smooth progression of client cases.
- Ensure all work is completed in line with FCA regulations and compliance standards.
- Maintain accurate client records and documentation.
About You
- Previous experience in a Paraplanner role within an IFA or wealth management environment.
- Strong technical knowledge of pensions, investments, and financial planning products.
- Experience preparing suitability reports and conducting technical research.
- DipPFS qualified or working towards completion.
- Excellent written communication and analytical skills.
- High attention to detail and strong organisational abilities.
What\'s on Offer
- Salary up to £45,000 depending on experience.
- Full office-based role in Wolverhampton.
- Study support and professional development opportunities.
- Supportive and collaborative working environment.
- Competitive benefits package and long-term career prospects.
Paraplanner in Wolverhampton employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
