At a Glance
- Tasks: Conduct research and prepare tailored financial planning solutions for clients.
- Company: Supportive financial planning firm with a collaborative culture.
- Benefits: Hybrid working, early Friday finishes, 28 days leave, and health benefits.
- Other info: Join a diverse team with excellent career development opportunities.
- Why this job: Elevate your paraplanning career in a growing firm that values work-life balance.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 35000 - 42000 £ per year.
Location: Market Harborough or Birmingham
Employment Type: Full-Time (with an early Friday finish)
Salary: £35,000-£42,000 (depending on experience)
Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, early Friday finishes, and genuine career development.
About the Role
An established and expanding financial planning practice is looking for an experienced Paraplanner to join its technical support team. This is an excellent opportunity to work in a collaborative environment where your technical expertise is valued, your professional development is encouraged, and work-life balance is a genuine priority. You'll work closely with Financial Planners to deliver high-quality technical support, helping provide tailored financial planning solutions and excellent client outcomes.
About You
We're looking for someone who has:
- Proven experience as a Paraplanner within financial planning or wealth management.
- A Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Strong knowledge of pensions, investments and tax-efficient planning strategies.
- Excellent report-writing skills with the ability to explain complex information clearly.
- Experience using cashflow modelling software, CRM systems and financial research platforms.
- Strong attention to detail and a proactive, collaborative approach.
- A desire to continue developing technical knowledge and expertise.
Key Responsibilities
- Conduct research across pensions, investments, protection and wider financial planning matters.
- Prepare accurate cashflow models to support client recommendations.
- Produce bespoke suitability reports and recommendation documents.
- Liaise with clients and professional connections, including solicitors and accountants.
- Support advice implementation, applications and compliance processes.
- Ensure all work meets FCA regulatory requirements and Consumer Duty principles.
What's on Offer?
- Hybrid working with only one office day per week.
- Early finish every Friday.
- 28 days' annual leave plus bank holidays, with an additional day off for your birthday.
- Employer pension contributions.
- Death-in-service cover and income protection.
- Health and wellbeing benefits, including access to virtual GP services and mental health support.
- Ongoing professional development and structured career progression.
- A friendly, collaborative team culture within a growing and respected financial planning business.
Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.
Paraplanner in Nottingham employer: Sanderson Recruitment
Join a forward-thinking organisation that values diversity and inclusion, offering a dynamic work culture where your expertise in tax can truly shine. As the Head of Tax, you will not only lead a talented team but also play a pivotal role in shaping the tax strategy across North West Europe, with ample opportunities for professional growth and development. Enjoy a collaborative environment that prioritises employee well-being and fosters meaningful contributions to the business's long-term success.
