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Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact.
Benefits:
- Salary: Up to 38,000 (DOE)
- FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYME
- Hybrid available but only in Warwick & Edgbaston (3 days office/2 days WFH)
- 31 Days Holiday (Inclusive of Bank Holidays)
- Pension auto-enrolment scheme - Salary sacrifice available
- Group Life Cover (x4 salary) & Income Protection
- Company sick pay
- Employee Assistance Programme & Financial Wellbeing Support
- Monday to Friday - 08:30 to 17:00
- Locations: Warwick (preferred), Edgbaston, Newcastle-under-Lyme
Role & Responsibilities:
- Work with Financial Planners to assess client objectives and prepare suitability reports
- Research products, funds, and solutions to meet client needs, including tax calculations where required
- Conduct fund research and cashflow analysis using tools such as FE Analytics, Selectapension, and Conquest
- Ensure all compliance documentation and client information is complete and accurate
- Maintain up-to-date due diligence on providers, platforms, and funds
- Keep suitability report templates compliant with regulatory changes
- Support Financial Planners by preparing reports, valuations, and documentation for client reviews
Required Skills & Experience:
- At least 2 years' experience as a Paraplanner within an IFA firm
- Level 4 Diploma (DipPFS or equivalent)
- Strong understanding of pensions, investments, and the full financial planning process
- Confident communicator with strong client relationship skills
- Highly organised, detail-focused, and able to prioritise effectively
- Proficient in IT and financial software systems (e.g. FE Analytics, Selectapension, Conquest)
- Dependable, adaptable, and able to work independently with minimal supervision
Apply now to take the next step in your Paraplanning career!
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