Job Description

Paraplanner

Location:

Office-based during training with the potential for flexible hybrid working

Salary:

Competitive

Job Type:

Full-time, Permanent

Company Overview

Founded in 2016 by Nicola Whateley, Whateley Wealth Management is a leading provider of financial services across the West Midlands. We support clients with Pensions, Investments, Mortgages, and Insurance, delivering clear and accessible advice to help them build a secure financial future.

Our mission is simple: to make the complex simple and provide our clients with complete peace of mind.

We are a dynamic, forward-thinking organisation with strong growth since launch. As an active member of the local community, we hold firm to our family values--treating both staff and clients with integrity, respect, and genuine care.

We are proud to be an equal opportunities employer, embracing diversity in all forms and ensuring fair treatment for all applicants regardless of ethnicity, age, gender, sexuality, or disability.

The Role

Due to continued company growth, we are seeking an experienced Paraplanner to join our expanding team. You will work closely with our Financial Advisers to provide high-quality technical support and ensure the delivery of exceptional client service.

Key Responsibilities

Prepare detailed, compliant suitability reports across a range of financial planning areas Ensure adherence to all compliance and administrative procedures, as set out in the Compliance Procedures Manual Work with Financial Planners to clarify client objectives and identify any additional information required Produce client illustrations and full supporting documentation Pre-populate application forms and documentation for client completion Complete cashflow modelling using Dynamic Planner Conduct product and fund research using tools such as Selecta pension and Dynamic Planner Support Advisers with analysis and preparation to meet client objectives Undertake technical research on existing and recommended products Liaise effectively with product providers and third parties Maintain up-to-date technical knowledge and pursue ongoing professional development

Candidate Requirements

Previous experience as a Paraplanner is essential Level 4 Diploma qualified (or equivalent) Strong communication and presentation skills, with exceptional attention to detail Professional, confident, and committed to a long-term career within the financial services industry Self-motivated and able to work both independently and collaboratively

Package & Benefits

Private Medical Insurance Health cash plan Full support for further exams, including funded exam costs and completion bonuses
Job Types: Full-time, Permanent

Pay: 35,000.00-40,000.00 per year

Benefits:

Company pension Flexitime On-site parking Private medical insurance
Work Location: In person