Paraplanner

GTS International; Burton-on-Trent; On-site; GBP 40,000 - 45,000; Full time

Job summary

A leading financial planning firm in Burton-on-Trent is seeking an experienced Paraplanner. You'll prepare suitability reports, conduct research, and support advisers in a collaborative environment. This role offers competitive salary, flexible working, and strong professional development opportunities.

Benefits

Flexible working options

Generous benefits package including pension

Ongoing professional development support

Qualifications

• Minimum Level 4 Diploma in Financial Planning (or working towards).
• Previous experience as a Paraplanner in IFA or wealth management.
• Strong knowledge of pensions, investments, and protection.

Responsibilities

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

Skills

Communication

Attention to Detail

Education

Level 4 Diploma in Financial Planning

Job description

Paraplanner GBP40,000 to GBP45,000 + 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 GBP40,000 and GBP45,000 depending on experience
• Flexible working options
• Generous benefits package including pension and holiday allowance
• Ongoing support for professional development
• 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.
To apply, please send your CV to Alice Wright at (url removed)
We look forward to helping you take the next step in your career.