Paraplanner

Paraplanner

Location: Lockington, Derbyshire

Working Pattern: Hybrid

Job Type: Full-time, Permanent

About the Role

An excellent opportunity has arisen for an experienced Paraplanner to join a professional Financial Planning team supporting Financial Advisers and high-net-worth clients.

The successful candidate will provide high-quality research, technical support and report writing, enabling Financial Advisers to focus on client relationships and business development.

You will be responsible for producing detailed, client-focused recommendation and strategy reports, ensuring all work meets regulatory and compliance requirements.

Key Responsibilities

• Provide technical and research support to Financial Advisers
• Conduct detailed financial research and analysis
• Prepare high-quality recommendation and strategy reports
• Produce clear, concise and client-friendly reports in Plain English
• Support advisers with complex financial planning cases
• Research and analyse financial products and solutions
• Provide support across pre- and post-retirement planning
• Assist with pension transfers and SIPP-related cases
• Research investment and taxation matters
• Ensure recommendations are appropriate and in the best interests of the client
• Maintain a thorough understanding of the financial planning and advice process
• Ensure all work meets regulatory, compliance and quality standards
• Provide regular workflow and case updates to Financial Advisers
• Meet agreed deadlines and service standards
• Keep up to date with relevant legislation, training and industry best practice
• Have the confidence to raise questions or challenge recommendations where appropriate

About You

The ideal candidate will be an experienced Paraplanner with a strong technical background and previous experience working within an IFA or Financial Planning environment.

You will have:

• Level 4 Diploma in Financial Planning or equivalent
• Previous experience working as a Paraplanner within an IFA environment
• Proven experience conducting financial research
• Strong experience writing suitability, recommendation or strategy reports
• Excellent technical knowledge across a range of financial planning areas
• Knowledge of pre- and post-retirement planning
• Experience with pension transfers and SIPP providers
• Good knowledge of investments and taxation
• Strong attention to detail
• Excellent written and verbal communication skills
• The ability to explain complex financial information clearly and in Plain English
• Strong organisation and time management skills
• The confidence to work independently while contributing effectively to a wider team
• A strong commitment to delivering excellent client service

What You'll Receive

• 25 days' holiday, increasing by 1 day per year up to 30 days
• Discretionary bonus
• Employer pension contributions of up to 7.5%
• Life assurance of up to 4x salary
• Income protection of 75% of basic salary in the event of long-term sickness
• Access to professional financial advice
• Interest-free season ticket loans
• Eye care benefits
• Childcare benefits
• Employee shopping and lifestyle discounts
• Training and professional development opportunities

Apply Now

If you are an experienced Paraplanner with Level 4 qualifications and a strong background in technical research and report writing, this could be an excellent opportunity to develop your career within a professional Financial Planning environment.

Apply today to be considered for this opportunity!