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Job Title: Paraplanner
Location: Wolverhampton
Salary: Up to £45k (Dependent on experience)
Hours: Full-time, Hybrid Working Available

Overview:
A prestigious SJP Partner Practice based in Wolverhampton is seeking a Diploma-qualified 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