Junior Paraplanner

Ellis James Partners Ltd • Other • Staffordshire, Not Specified, United Kingdom • 1d ago

Technical Administrator / Junior Paraplanner
Location: Wolverhampton
Salary: £30,000 - £35,000

Are you looking for an opportunity to take the next step in your career within financial planning?

Join a leading wealth management practice in Wolverhampton as a Technical Administrator/Junior Paraplanner and gain the tools and support you need to thrive.

What You ll Do:

Provide technical and administrative support to a team of Financial Advisers.
Prepare client reports, meeting packs, and suitability letters.
Liaise with providers and clients to handle queries and manage cases.
Assist with research and analysis for financial planning solutions.
Maintain and update client records in line with compliance standards.
Develop knowledge of paraplanning and technical skills as you progress.

What We re Looking For:

Experience in a financial services administration role (e.g., IFA, pensions, investments, wealth management).
Familiarity with platforms, systems, and compliance processes.
Excellent organisation and attention to detail.
Strong communication skills with a client-focused approach.
Diploma (or progress toward) in Financial Planning is desirable but not essential.

Why Join Us?

Competitive salary of £30,000 - £35,000.
Clear pathway for progression, including exam support.
Work within a friendly, supportive team focused on development.
Opportunity to transition into a paraplanner role as you grow.

If you re passionate about making a difference in clients lives and want to develop your career in financial planning, we d love to hear from you.

Apply today to find out more!

Apply directly