Paraplanner - #2168714

Company Description Wealthwide is a specialist financial advisory firm dedicated to supporting dentists and dental practice owners. With more than 25 years of industry experience, the team focuses on comprehensive financial planning, tax-efficient wealth management, retirement and pension strategies, and investment portfolio management. Wealthwide also advises on practice finance, mortgages, and insurance to help clients align personal goals with their overall financial plans. The firm is committed to helping clients achieve financial freedom, build a legacy, and secure their long-term financial future. Hundreds of dental professionals partner with Wealthwide to organize their finances and drive personal and professional success.

Role Description The Paraplanner will support financial advisers by preparing high-quality financial plans and reports for dental professionals and practice owners. Day-to-day responsibilities include gathering and analysing client information, researching financial products and investment options, and assisting with the development of tax-efficient strategies and retirement plans. The role involves drafting suitability reports, maintaining accurate records, and ensuring all recommendations comply with regulatory requirements and internal standards. The Paraplanner will collaborate closely with the whole team to prepare for client meetings and follow up on agreed actions. This is a full-time role based in Birmingham, with a blend of office and work-from-home arrangements.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to support comprehensive advice for clients.
• Analytical Skills to interpret client data, assess financial strategies, and produce clear, evidence-based recommendations.
• Knowledge of Investments and portfolio construction to assist in developing suitable, risk-appropriate investment solutions.
• Proficiency in Report Writing, including the ability to produce clear, compliant, and client-friendly suitability reports and documentation.
• Relevant professional qualifications or progress toward them (e.g., Diploma in Financial Planning, CII or equivalent) are highly beneficial.
• Experience in financial services, preferably in a paraplanning or advisory support role, with familiarity with regulatory requirements.
• Strong attention to detail, excellent written and verbal communication skills, and confidence using financial planning software and CRM systems.
• Ability to work with advisers and independently manage workload.