Wealth Planning Paraplanner – Technical & Career
Job in
Wolverhampton, West Midlands, WV98, England, UK
Listed on 2026-07-22
Listing for:
fs talent
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
fs talent is partnering with a fast-growing independent wealth management firm managing approximately £2 billion in assets. We are seeking a Paraplanner to support Financial Planners and the Client Services team in delivering high-quality advice and service to high-net-worth individuals.
The role focuses on producing suitability reports, researching solutions, cashflow modelling and ensuring compliant documentation within deadlines, with a clear path to Level 4 Diploma progress.
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