Full job descriptionParaplannerLocation: Lockington, Derbyshire
Working Pattern: Hybrid
Job Type: Full-time, Permanent
About the RoleAn 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 YouThe 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 NowIf 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!