Paraplanner

JR United Kingdom; Burton-on-Trent; On-site; GBP 40,000 - 45,000; Full time

Job summary

A financial planning firm in Burton Upon Trent seeks an experienced Paraplanner to join their team. This role involves preparing reports, supporting advisers, and maintaining client records. The position offers a salary range of £40,000 to £45,000 along with excellent benefits and a supportive work culture.

Benefits

Flexible working options

Generous benefits package including pension and holiday allowance

Supportive team culture

Excellent progression opportunities

Qualifications

• Experience as a Paraplanner within an IFA or wealth management environment.
• Strong knowledge of pensions, investments, and protection products.

Responsibilities

• Preparing detailed suitability reports and recommendations.
• Conducting research and analysis across pensions, investments, and protection.
• Supporting advisers with technical queries and strategy planning.

Skills

Knowledge of pensions

Knowledge of investments

Knowledge of protection products

Excellent communication skills

Attention to detail

Proactive attitude

Education

Level 4 Diploma in Financial Planning

Job description

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Paraplanner – £40,000 to £45,000 + Excellent Benefits

Location: Burton Upon Trent

Company: GTS Banking and Finance

Are you an experienced Paraplanner looking for your next challenge in a supportive, forward-thinking environment? GTS Banking and Finance is working exclusively with a highly regarded financial planning firm in Burton Upon Trent to find a dedicated Paraplanner to join their growing team.

This is a fantastic opportunity for a professional who thrives in a collaborative setting and is passionate about delivering high-quality support to financial advisers and their clients.

What you’ll be doing:

• Preparing detailed suitability reports and recommendations
• Conducting research and analysis across pensions, investments, and protection
• Supporting advisers with technical queries and strategy planning
• Maintaining accurate client records and ensuring compliance with FCA regulations
• Liaising with providers, clients, and internal stakeholders to ensure a smooth advice process

What we’re looking for:

• Minimum Level 4 Diploma in Financial Planning (or working towards)
• Previous experience as a Paraplanner within an IFA or wealth management environment
• Strong knowledge of pensions, investments, and protection products
• Excellent written and verbal communication skills
• A proactive attitude with exceptional attention to detail

What’s on offer:

• Salary between £40,000 and £45,000 depending on experience
• Flexible working options
• Generous benefits package including pension and holiday allowance
• A supportive team culture and excellent progression opportunities

This is your chance to be part of a well-established firm that values integrity, quality, and client-focused advice.

We look forward to helping you take the next step in your career.