Role

Let’s be honest about financial planning firms

Most are stuck in 1995.

Clunky processes. Endless paperwork. Systems that fight against you rather than work for you. And a culture where “we’ve always done it this way” is considered a valid strategy.

My client is not that firm.

My client is what happens when you take financial planning seriously enough to completely rethink it.

They’re building something different in Wolverhampton – a firm where innovation isn’t a buzzword in a mission statement, it’s what they do every Monday morning. Where technology serves people, not the other way around. Where your ideas don’t disappear into a suggestion box, they become next month’s improvement.

They’re collaborative, ambitious and genuinely excited about changing how financial advice works. If that sounds like corporate speak, come meet the team. You’ll see the difference immediately.

They need a Paraplanner who understands that exceptional financial planning is built on exceptional preparation.

You’ll be the analytical powerhouse behind the financial planners – conducting deep research, preparing detailed reports and ensuring every recommendation is backed by thorough analysis. This isn’t about churning out templates. It’s about crafting bespoke strategies that genuinely work for real people’s lives.

You’ll dig into financial products, stay ahead of market trends, navigate the complexities of taxation and regulation, and translate all of that into clear, actionable advice. When a financial planner presents a strategy to a client, your work will be the foundation they’re standing on.

But here’s what makes this different: you’ll actually have a voice. See a better way to analyse something? They want to hear it. Spot an inefficiency in the processes? Let’s fix it. This isn’t a role where you follow the manual and keep quiet.

Responsibilities:

• Prepare detailed financial reports and recommendations that planners can rely on
• Conduct rigorous research on financial products, market trends, and regulatory changes
• Partner with financial planners to develop sophisticated client strategies
• Ensure every piece of advice meets regulatory requirements without compromise
• Use cashflow planning tools to model different scenarios and outcomes
• Maintain comprehensive client records in our CRM systems

The Interesting Part:

• Apply your technical knowledge to solve real client challenges
• Navigate complex tax and regulatory environments to find optimal solutions
• Help shape how they deliver financial planning that actually makes a difference
• Be part of a team that’s genuinely trying to do this better than everyone else
• Continue your professional development toward Chartered status and CFP