PARAPLANNER - BURTON-ON-TRENT

An established and highly regarded financial planning business, supporting over 120 Financial Advisers and employing approximately 300 people across eight offices throughout the UK.

With a strong reputation for delivering high-quality financial advice and exceptional client service, the business prides itself on its collaborative, supportive and knowledge-sharing culture.

The organisation also holds the prestigious Platinum Investors in People accreditation, demonstrating its commitment to employee development and creating an environment where people can thrive.

The Role:
An exciting opportunity has arisen for an experienced Paraplanner to join an established and supportive Paraplanning team.

Working closely with Financial Advisers and Partners, you will provide high-quality technical research and financial planning support, preparing detailed Recommendation and Strategy Reports tailored to individual client needs.

You will play an important role in delivering a first-class service, ensuring reports are accurate, compliant and written in clear, client-friendly language.

The Paraplanning team currently consists of 13 professionals, including Senior Paraplanners, a Junior Paraplanner and Trainees, offering a collaborative environment with plenty of opportunity to share knowledge and best practice.

Key Responsibilities:

• Conduct detailed financial research and prepare high-quality Recommendation and Strategy Reports.
• Provide technical support and advice to Financial Advisers and Partners.
• Ensure all reports are accurate, compliant and tailored to individual client circumstances.
• Write reports in clear, concise and client-friendly language.
• Consider the suitability of recommendations and confidently challenge Advisers where appropriate.
• Keep Advisers regularly updated on case progress and workflow to help manage client expectations.
• Maintain a thorough understanding of the advice process, reporting standards and regulatory requirements.
• Work collaboratively with fellow Paraplanners and the Practice Manager, sharing knowledge and identifying opportunities to improve processes.
• Maintain up-to-date industry knowledge through ongoing training and professional development.
• Provide additional support to colleagues during busy periods.

Skills and Experience Required:

• Level 4 Diploma qualified.
• Previous experience working as a Paraplanner within an IFA or financial planning environment.
• Proven experience conducting financial research and producing high-quality Recommendation Reports.
• Strong technical knowledge of pre- and post-retirement planning, pension transfers, SIPP providers, investments and taxation.
• Experience using financial research tools and cashflow modelling systems.
• Excellent written and verbal communication skills.
• Strong attention to detail and the ability to balance commercial requirements with regulatory and compliance standards.
• Excellent organisational skills, with the ability to manage and prioritise workloads effectively.

Personal Attributes:

• Positive, friendly and service-oriented approach.
• Strong work ethic and a proactive, can-do attitude.
• Excellent communication and relationship-building skills.
• High levels of honesty, integrity and professionalism.
• Ability to maintain confidentiality and deliver work to a consistently high standard.
• Commercially aware, motivated and committed to providing exceptional client service.

Salary and Benefits:

• 25 days' annual leave, increasing by one day per year up to a maximum of 30 days.
• Employer pension contributions matched up to 7.5%.
• Life assurance of up to four times your annual salary.
• Income protection covering 75% of basic salary in the event of long-term sickness.
• Access to in-house Financial Advisers for personal financial advice.
• Interest-free season ticket loans.
• Eye care benefits.
• Childcare vouchers.
• Shopping and lifestyle discounts, including holidays, gyms and high street retailers.

Interested?
If you are an experienced Paraplanner looking to join an established financial planning business with a supportive team culture, excellent benefits and opportunities for professional development, we would love to hear from you.

Apply today to find out more about this opportunity.