Paraplanner

Location: Derbyshire

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!