Paraplanner - Wolverhampton

Paraplanner - Wolverhampton

Wolverhampton Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support advisors with financial product research and client documentation.
  • Company: Join a leading Wealth Management Practice affiliated with St. James's Place.
  • Benefits: Enjoy a dynamic work environment with opportunities for professional development.
  • Why this job: Be part of a team that makes a real impact on clients' financial futures.
  • Qualifications: Strong communication skills and a passion for finance are essential.
  • Other info: Ideal for ambitious individuals looking to grow in the financial sector.

The predicted salary is between 28800 - 43200 £ per year.

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EU work permit required:

Yes

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Job Reference:

18253fdc6b1b

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management.

Responsibilities:

· Providing high quality support to the advisor team, responding to advisor queries in a timely manner

· Inputting of CFR documentation onto salesforce

· Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome

· Producing accurate IHT calculations and cash flow models

· Preparing and producing suitability letters, reports, and illustrations

· Ensuring the end-to-end compliance process is followed

· Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time

· Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date

· Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and SJP requirements, both internally and externally

· Processing new business to a high standard and in line with SJP

· Liaising with the wider administration team to ensure business processing is completed to regulatory standards

· Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice

· Ensuring all advice sets are logged appropriately on all relevant systems

· Advising the Paraplanning Lead of any challenges or delays in the completion of work

· Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate

· Managing own learning and development, attending relevant training sessions where needed

· Provide cover for other team members upon request as per the business need

· To uphold the standards of the client service charter

· Keep up to date with comms and regulatory changes (attending webinars etc..)

· Contribution at Paraplanning team meetings

Essential skills required:

· The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;
· Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection.
· Experience of preparing illustrations for numerous products, such as Protection.
· Experience of back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
· Undertake continuous professional development to meet regulatory requirements, both internally and externally
· Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks
· Excellent grammar, spelling and punctuation skills;
· Excellent interpersonal and communication skills;
· A high standard of personal organisational skills;
· Experience of working to targeted service standards and procedures;
· A proven track record in delivering first-class client service;
· A good working knowledge of regulatory requirements;
· Ambitious and goal-orientated;
· Evidence of continual learning and development of skills and knowledge;
· An adaptable and flexible approach to work within a changing environment;
· Experience of working unsupervised with a high level of self-motivation;
· Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

If this is a position that is of interest to you, then please forward your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

Paraplanner – Wolverhampton

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management.

Responsibilities:

· Providing high quality support to the advisor team, responding to advisor queries in a timely manner

· Inputting of CFR documentation onto salesforce

· Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome

· Producing accurate IHT calculations and cash flow models

· Preparing and producing suitability letters, reports, and illustrations

· Ensuring the end-to-end compliance process is followed

· Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time

· Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date

· Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and SJP requirements, both internally and externally

· Processing new business to a high standard and in line with SJP

· Liaising with the wider administration team to ensure business processing is completed to regulatory standards

· Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice

· Ensuring all advice sets are logged appropriately on all relevant systems

· Advising the Paraplanning Lead of any challenges or delays in the completion of work

· Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate

· Managing own learning and development, attending relevant training sessions where needed

· Provide cover for other team members upon request as per the business need

· To uphold the standards of the client service charter

· Keep up to date with comms and regulatory changes (attending webinars etc..)

· Contribution at Paraplanning team meetings

Essential skills required:

· The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;
· Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection.
· Experience of preparing illustrations for numerous products, such as Protection.
· Experience of back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case
· Undertake continuous professional development to meet regulatory requirements, both internally and externally
· Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks
· Excellent grammar, spelling and punctuation skills;
· Excellent interpersonal and communication skills;
· A high standard of personal organisational skills;
· Experience of working to targeted service standards and procedures;
· A proven track record in delivering first-class client service;
· A good working knowledge of regulatory requirements;
· Ambitious and goal-orientated;
· Evidence of continual learning and development of skills and knowledge;
· An adaptable and flexible approach to work within a changing environment;
· Experience of working unsupervised with a high level of self-motivation;
· Good IT skills covering MS Office, MS Outlook, MS Excel and back office system

If this is a position that is of interest to you, then please forward your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

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Paraplanner - Wolverhampton employer: Artemis Recruitment Consultants

Join a dynamic Wealth Management Practice in Wolverhampton, where we prioritise employee development and foster a collaborative work culture. As a Paraplanner, you will benefit from ongoing training opportunities, a supportive team environment, and the chance to make a meaningful impact by providing bespoke financial advice to clients across the UK.
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Contact Detail:

Artemis Recruitment Consultants Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner - Wolverhampton

✨Tip Number 1

Familiarise yourself with the specific financial products and services offered by St. James's Place Wealth Management. Understanding their offerings will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.

✨Tip Number 2

Network with current or former employees of the company on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when preparing for interviews.

✨Tip Number 3

Stay updated on the latest regulatory changes in the financial sector. Being knowledgeable about compliance and regulations will not only enhance your credibility but also prepare you for discussions during the interview process.

✨Tip Number 4

Prepare to discuss your experience with producing suitability reports and handling complex cases. Be ready to share specific examples that highlight your skills and how they align with the responsibilities outlined in the job description.

We think you need these skills to ace Paraplanner - Wolverhampton

Suitability Report Writing
Financial Product Research and Analysis
IHT Calculations
Cash Flow Modelling
Compliance Knowledge
Attention to Detail
Interpersonal Skills
Communication Skills
Organisational Skills
Client Service Excellence
Regulatory Knowledge
Continuous Professional Development
Self-Motivation
MS Office Proficiency
Salesforce Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Paraplanner. Focus on your ability to produce Suitability Reports, manage compliance processes, and your experience with financial products.

Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your skills in financial analysis, client communication, and compliance adherence.

Highlight Relevant Skills: In your application, emphasise your excellent grammar, spelling, and punctuation skills, as well as your interpersonal and organisational abilities. These are crucial for producing clear and comprehensive reports.

Show Continuous Learning: Mention any recent training or professional development you've undertaken that relates to paraplanning or financial services. This shows your commitment to staying updated with industry standards and regulations.

How to prepare for a job interview at Artemis Recruitment Consultants

✨Know Your Financial Products

Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, investments, and protection. Be prepared to discuss how these products can meet client needs during the interview.

✨Demonstrate Compliance Knowledge

Familiarise yourself with the compliance processes and regulatory requirements that govern the paraplanning role. Be ready to explain how you ensure adherence to these standards in your work.

✨Showcase Your Report Writing Skills

Prepare examples of suitability reports or letters you've written in the past. Highlight your ability to produce clear, accurate documentation, as this is a key part of the job.

✨Exhibit Strong Communication Skills

Since the role involves liaising with advisors and clients, practice articulating your thoughts clearly and confidently. Good interpersonal skills will be crucial in demonstrating your fit for the team.

Paraplanner - Wolverhampton
Artemis Recruitment Consultants
A
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