Paraplanner

Role Summary:

• Fixed Term Contract for up to 2 years
• Up to £40,000 per annum – Plus benefits detailed below
• Birmingham Based; hybrid working

Who are We?

We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists and teachers, and have been doing this since 1841. Our customers are extraordinary - the people who shape the world we live in for the better. We chose to shape our world around the exceptional.

We currently employ around 1400 people, and our success comes from a history of evolving to embrace new challenges. Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you’ll fit right in and have a voice here.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options. We also support hybrid ways of working, where you can split your week working from home and the office.

Your Role:

Due to internal career progression, we have an exceptional opportunity for a Paraplanner to join our 1st Line risk department at Wesleyan.

Working alongside our Specialist Financial Advisers (SFAs) you will provide them with case preparation support, conducting analysis, performing calculations, and creating reports for our high-net-worth clients.

In addition to preparing complex cases, you will be required to provide technical support to the Financial Advisers; this role provides an opportunity for you to join at a period of expansion, dealing with more complex FA support, sharing knowledge and coaching. Developing strong working relationships, proactively seeking to support others with the aim of delivering the best customer experience, both internally and externally, is crucial for success.

What you’ll be doing:

• Case and meeting preparation support
• Creating reports
• Working on complex advice cases such as estate planning, pensions, investment replacement (and more)

We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

We’re looking for:

• Experience within a Financial Services role is essential
• Experience of working with Paraplanners or Financial Advisers is highly advantageous
• Studying towards or qualified in DipFA Level 4 (or equivalent)
• Strong technical knowledge in all areas of financial planning, an ability to clearly communicate this knowledge to both financial consultants and other internal stakeholders

The financials on offer:

• Annual salary of up to £40,000 per annum (dependent on experience), reviewed annually
• Annual Performance based Bonus – eligibility dependent on start and end date of contract
• A great pension scheme – company matched plus 2% (up to 10%).

When you’re working in the office, we’re based on Colmore Circus Queensway in Birmingham

• Close to rail links: 0.1 mile from Snowhill and 0.5 mile from New Street
• Free onsite car parking available (bookable in advance to secure your spot)

Please note that some of our benefits are subject to eligibility, depending on what time of the year you join, and how long your contract is.

Reward and Recognition (The core benefits you’d probably expect)

• 
  28 days holiday plus bank holidays, when you’ve been at Wesleyan for 5 years, this increases to 30 days.
• Buy extra holiday days or sell holiday you don’t need.
• Life assurance – worth four times your base pay
• Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme plus others
• Discounts – across major brands in retail, health, wellbeing and leisure.
• Employee assistance programme – we help you, take care of you

Flexible & Inclusive (The extras you might be surprised by):

• Culture day- an additional day off to utilise in any way you personally choose
• Volunteering days – 2 paid days per year
• Enhanced Maternity Pay: 16 weeks at 100% average earnings, then 13 weeks at 50% average earnings
• Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks
• Menopause Support Plans
• Access to Mental Health First Aiders
• Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)

Why Wesleyan?

• We are committed to the personal and professional growth of our people; the proportion of our vacancies that are filled internally continues to grow each year: 2021 – 27%, 2022 - 28% and 2023 - 33%. Which represents around 365 career development opportunities from circa 1260 vacancies across those 3 years.
• The Wesleyan Foundation- we’ve donated over £5 million to worthy causes across the UK.
• We are committed to continuing to understand and improve the impact we have on society and our environment. Sustainability at Wesleyan
• Supporters of the Women in Finance Charter and a founding member of the Women in Business network
• Stonewall Bronze Award
• From our most recent Employee Survey, 75% of our people see their colleagues as friends
• Here’s what our people say about us: EVP (INT) - Why do you like working at Wesleyan?

We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.