22nd September, 2026
Tempting Recruitment are working alongside our client, who are looking to recruit an experienced Financial paralegal to join their team based in the Derbyshire area.
JOB DETAILS
- PAY RATE:
- WORK TYPE: Permanent
- WORK PATTERN: Full Time
- LOCATION: £38,000- £42,000
JOB ROLE
You will initially utilise your existing technical expertise across paraplanning and client support, whilst working closely with experienced advisers and gradually taking on greater responsibility for client relationships, meetings and advice.
JOB DESCRIPTION
The duties and responsibilities of the role will include:
- Assisting with client reviews and gradually taking responsibility for your own portfolio
- Prepare comprehensive, accurate and compliant suitability reports and recommendations.
- Provide holistic financial planning advise across areas
- Work closely with financial advisors
THE SUCCESSFUL CANDIDATE
The successful candidate will have the following skills and competencies:
- Previous experience working within an IFA environment as a paraplanner
- Level 4 diploma in financial planning
- Allocation within a reasonable commuting distance of Buxton
- Uncapped earning potential with OTE of £65,000+.
Please be advised that only candidates that have the specific skills and experiences required for this role will be shortlisted and submitted to our client for review.
HOW TO APPLY
Hit the APPLY button or contact Josh Savage at Tempting Recruitment NOW.
Financial paraplanner employer: Tempting Recruitment
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