Paraplanner

  • Eden Rose
  • Oct 21, 2025
Full time Banking Finance

Job Description

Salary: £33,000 - £42,000 + study support + flexible working

A growing independent financial planning business in Wolverhampton is seeking a motivated Paraplanner to join its collaborative and friendly team.

You will:

  • Produce high-quality reports and technical analysis for advisers
  • Research products and funds to support holistic financial planning
  • Liaise directly with clients and providers on technical queries
  • Maintain accuracy and compliance throughout the advice process

You bring:

  • Previous experience in a Paraplanning or Senior Administrator role
  • Good pensions and investment knowledge
  • Ideally, part or fully Diploma qualified

In return, you'll benefit from a professional yet relaxed culture, flexible hours, and genuine development opportunities into advisory roles if desired.