Apply Now
Back To Financial Services Jobs



Thank you for your application for Paraplanner. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role


Salary £30000 - £40000

Recruiter Managing This Role

Job Title: Paraplanner
Location: Wolverhampton, UK 
Salary: dependent on experience + qualifications 

Are you a skilled Paraplanner seeking an opportunity to grow and thrive in a dynamic environment? Look no further! Our established practice, located in Wolverhampton, is on the lookout for talented individuals to join our team. With a focus on pensions and a thriving business built on relationships, this is a chance to contribute to a reputable firm with over 20 years of experience in the industry.

Key Responsibilities:

  • Collaborate closely with financial advisors to provide comprehensive support in the areas of pensions, investments, and protection.
  • Prepare detailed reports and analysis, demonstrating a strong understanding of pension products and regulations.
  • Engage in client meetings and consultations, assisting in the development of tailored financial plans.


  • Experience in paraplanning, particularly in the realms of pensions and investment, is highly desirable.
  • Proficiency in report writing and analysis, with a keen attention to detail.
  • Familiarity with platforms such as IRESS, Platformr, Transact, and Aviva will be advantageous.
  • While formal qualifications are not mandatory, they are considered a bonus.

Additional Information:

  • This is an office-based role located in Wolverhampton. Candidates must be local, as commuting from area such as Birmingham is not feasible.
  • Trainee Paraplanners with relevant qualifications will be considered.

Why Join Us?

  • Opportunity to work within a well-established firm with a strong client base and reputation.
  • Room for professional growth and development, with opportunities to expand your skill set.
  • A supportive team environment where collaboration and innovation are valued.

If you are passionate about paraplanning, possess a strong understanding of pensions, and thrive in a collaborative setting, we want to hear from you! Take the next step in your career and apply today by sending your CV and a cover letter detailing your relevant experience and why you’d be a great fit for our team.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support  

Back To Paraplanner Job Description

Application For Paraplanner