PARAPLANNER (Supporting the Firms Director) Salary up to £45,000 Wolverhampton based Hybrid working Are you a detail-oriented financial professional with a passion for helping people achieve their financial goals? Our Client are a well-established, independent wealth management firm based in the West Midlands, and we re looking for an experienced Paraplanner to join our friendly and dedicated team. As Paraplanner you will be preparing financial, Investment and Inheritance Tax Reports for Client meetings; whilst drafting letters of advice and ensuring work is carried out in a compliant manner at. You will be supported by the dynamic administration team enabling you to focus on your planner relationships and offering the clients the experience they deserve from working with a growing UK wealth management company. Key Responsibilities: Undertaking a Pension Analysis utilising the Selecta Pension software to undertake a comparison of pension funds Undertake Inheritance Tax calculations and Capital Gains Tax Calculations Calculate Net Income Undertake chargeable gain calculations on Onshore/Offshore bond encashment Prepare quarterly review reports, compiling Investment/Pension Quarterly Reports for clients, outlining changes to their investment strategies during the previous quarter, and outlining any proposed changes Completing Key Risk Indicator Report for Compliance Director Deal with client queries in the event of the Managing Director/Senior IFA not being available, a