Paraplanner

James Gregory Financial Ltd is a small family-run firm located in Wolverhampton, dedicated to offering tailored financial solutions to meet the unique needs and aspirations of our clients. With a holistic approach, we consider individual circumstances and future goals to deliver personalized financial planning. Over the years, we have built lasting relationships, becoming trusted advisors to our clients. Our areas of expertise include bespoke wealth management, retirement planning, and Auto-enrolment solutions.

This is a full-time, on-site role based in Wolverhampton for a Paraplanner. The Paraplanner will support financial advisors by conducting research, preparing detailed financial reports, and creating comprehensive financial plans. Day-to-day responsibilities will include analyzing client portfolios, providing insights on investments and financial products, and ensuring all documentation complies with regulatory standards.

• Proficiency in Financial Planning and a solid understanding of Finance
• Strong Analytical Skills and expertise in navigating Investments
• Skilled in Report Writing and documentation preparation
• Attention to detail and accuracy in producing financial analyses
• Excellent organizational and time management skills
• Ability to communicate complex financial concepts clearly
• Relevant professional qualifications in finance or paraplanning are advantageous