Paraplanner

Let's be honest about financial planning firms

Most are stuck in 1995.

Clunky processes. Endless paperwork. Systems that fight against you rather than work for you. And a culture where "we've always done it this way" is considered a valid strategy.

My client is not that firm.

My client is what happens when you take financial planning seriously enough to completely rethink it.

They're building something different in Wolverhampton - a firm where innovation isn't a buzzword in a mission statement, it's what they do every Monday morning. Where technology serves people, not the other way around. Where your ideas don't disappear into a suggestion box, they become next month's improvement.

They're collaborative, ambitious and genuinely excited about changing how financial advice works. If that sounds like corporate speak, come meet the team. You'll see the difference immediately.

They need a Paraplanner who understands that exceptional financial planning is built on exceptional preparation.

You'll be the analytical powerhouse behind the financial planners - conducting deep research, preparing detailed reports and ensuring every recommendation is backed by thorough analysis. This isn't about churning out templates. It's about crafting bespoke strategies that genuinely work for real people's lives.

You'll dig into financial products, stay ahead of market trends, navigate the complexities of taxation and regulation, and translate all of that into clear, actionable advice. When a financial planner presents a strategy to a client, your work will be the foundation they're standing on.

But here's what makes this different: you'll actually have a voice. See a better way to analyse something? They want to hear it. Spot an inefficiency in our processes? Let's fix it. This isn't a role where you follow the manual and keep quiet.

The Core:

• Prepare detailed financial reports and recommendations that planners can rely on
• Conduct rigorous research on financial products, market trends, and regulatory changes
• Partner with financial planners to develop sophisticated client strategies
• Ensure every piece of advice meets regulatory requirements without compromise
• Use cashflow planning tools to model different scenarios and outcomes
• Maintain comprehensive client records in our CRM systems

The Interesting Part:

• Apply your technical knowledge to solve real client challenges
• Navigate complex tax and regulatory environments to find optimal solutions
• Help shape how we deliver financial planning that actually makes a difference
• Be part of a team that's genuinely trying to do this better than everyone else
• Continue your professional development toward Chartered status and CFP

Candidate Requirements:

• You've got proven experience in a paraplanning or similar analytical role
• You're comfortable with cashflow planning tools and know your way around CRM systems
• You have strong technical knowledge of financial products, taxation, and the regulatory environment
• You're analytically sharp. You see patterns, question assumptions, and don't settle for surface-level answers.
• You're detail-obsessed. Not because someone makes you, but because you know that getting the details right, changes outcomes.
• You communicate complex ideas clearly. Whether it's writing a report or explaining your research, you make the complicated understandable.
• You stay current. Financial planning evolves, and you're the type who actually reads the regulatory updates and market analysis.
• You take ownership. When research lands on your desk, it gets done thoroughly. You don't need micromanaging.
• You're ambitious. Chartered status and CFP aren't just letters to you-they're milestones in a career you're actively building.

If you're the paraplanner your previous team relied on for the tricky cases, you'll probably fit here.

Qualifications:

You ideally hold a Diploma in Financial Planning (or equivalent) and you're serious about progressing to Chartered status and becoming a CFP

Why You'd Want This

Professional Growth That's Real: We're serious about your development toward Chartered status and CFP. Study support, structured mentoring, and a clear path forward aren't perks-they're how we invest in your future.

Work With Complexity: You'll tackle challenging cases that require real technical expertise, not just template-filling. The kind of work that actually develops your skills.

Genuine Flexibility: Hybrid working that genuinely works. Hours that respect you have a life. A culture that judges the quality of your analysis, not where you're sitting when you do it.

A Team That Functions: Work alongside financial planners who value what you do and colleagues who collaborate rather than compete. No politics. No silos. Just smart people solving complex problems together.

Proper Compensation: Competitive salary that reflects your qualifications, bonus potential, healthcare, pension contributions, and support for your ongoing professional development.

Be Part of Something: Join a team that's building a financial planning firm that actually works the way it should. Where technical excellence matters and your expertise is genuinely valued.