Job Title: Paraplanner
Location: Ulverston
Salary: Up to £45,000 (Dependent on experience)
Hours: Full-time, Hybrid Working Available
Overview:
We are working with a successful Wealth Management practice in Ulverston, looking to expand their team with an experienced Paraplanner. This is an exciting opportunity for a Diploma-qualified individual, or someone working towards it, to join a growing firm offering flexibility and career progression.
What will you do?
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Support Financial Advisors by researching financial products and preparing detailed suitability reports.
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Conduct cash flow modelling and inheritance tax (IHT) calculations.
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Ensure that all reports and recommendations adhere to compliance standards (FCA).
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Maintain and update client files, ensuring efficient and timely processing of business.
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Stay informed of industry regulations and contribute to team meetings.
What do you need?
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Diploma-qualified (DipPFS) or actively working towards it.
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Proven experience in a Paraplanning role, ideally in Wealth Management or IFA settings.
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Strong understanding of financial products and regulatory requirements.
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Excellent written and verbal communication skills, with a keen eye for detail.
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IT proficiency, including experience with financial systems and software (e.g., Salesforce, Microsoft Office).
What’s included?
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Competitive salary up to £45,000, dependent on experience.
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Pension plan.
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Private healthcare and medical insurance (after probation).
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25 days holiday plus bank holidays.
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Hybrid working options.
This is a fantastic opportunity for an experienced Paraplanner to contribute to a forward-thinking firm and advance their career in a supportive environment.
We look forward to hearing from you