Paraplanner

Stellar Select Limited; Grantham, City Of London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A respected financial services firm is looking for a Paraplanner to join their hybrid team located in the East Midlands. This role involves collaborating closely with advisers to prepare compliant reports and conduct detailed client research. Ideal candidates should possess a strong knowledge of financial planning, excellent communication skills, and familiarity with FCA regulations. The firm offers competitive salaries and numerous benefits including private medical insurance and enhanced leave options.

Benefits

22 days annual leave plus bank holidays

Private Medical Insurance

Enhanced sick pay

Employer pension contribution

Online fitness programmes

Study leave

Qualifications

• Experience in pensions, investments, retirement planning, and tax-efficient strategies is desirable.
• Strong attention to detail is required for documentation.
• Effective communication skills are needed for client interactions.

Responsibilities

• Collaborate with advisers to prepare suitability reports.
• Ensure documentation meets compliance standards.
• Research client needs to identify tailored financial solutions.
• Prepare client data for advisers to make informed decisions.
• Monitor and review client portfolios.

Skills

Knowledge of financial planning and investment products

Familiarity with FCA-regulated financial services

Strong written and verbal communication skills

Good report writing ability

Effective time management

Proficient in Microsoft Office and financial planning software

Open to all levels of experience

Education

Level 4 Financial Planning qualification (CII)

Tools

Intelliflo

Exchange

Threesixty

Defaqto

FE Analytics

CashCalc

Selectapension

Job description

Job Title: Paraplanner

Location: Hybrid - East Midlands (commutable from Grantham, Lincoln, Nottingham, Leicester)

Salary: £35,000-£45,000, depending on experience

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

• 22 days annual leave plus bank holidays, increasing with service
• Buying/selling annual leave scheme of up to 5 days.
• Private Medical Insurance
• Permanent Health Insurance
• Enhanced sick pay
• Enhanced family leave
• Death in service
• Discounted wills and power of attorney
• Employer contribution of pension starting at 3%, increasing with service
• Half a day paid leave for volunteering and charitable activities
• Employee Assistance Programme
• Healthcare workplace app
• Team milestone awards, in accordance with length of service
• Online fitness programmes
• Study leave
• Fully supported qualifications, training and CPD
• EV salary sacrifice scheme
• Development programmes
• Cycle to work scheme

About the position of Paraplanner:

We are recruiting a Paraplanner for a well-established, highly respected financial services firm backed by a leading private equity firm and expanding rapidly. This is your chance to join a dynamic, collaborative team in an ambitious, growth-focused environment. This role offers exceptional career progression opportunities.

You'll be part of a supportive paraplanning team that works closely with advisers (currently 8 advisers supported by 6 paraplanners). Workloads are carefully monitored by the Lead Paraplanner, and the team fosters mentoring, knowledge sharing, and collaboration. While the role is primarily behind-the-scenes, there may be occasional opportunities to join advisers for complex client meetings or events, helping you broaden your experience.

The firm offers hybrid working, with an expectation of 2 days per week in the office (more during the initial onboarding period to build relationships and get up to speed). The office has on-site parking and is within 10 minutes' walk from the train station.

We are looking for candidates with experience in pensions, investments, retirement planning, protection, and tax-efficient strategies. With national expansion plans and a reputation for high-quality advice, this is an ideal opportunity to grow, develop, and shape your career with a firm that truly invests in its people.

Responsibilities for the role of Paraplanner:

• Collaborate closely with advisers and administrators to gather detailed client information and conduct research, preparing fully compliant suitability reports.
• Ensure all client documentation meets regulatory and compliance standards.
• Work with advisers to understand client needs and objectives, helping identify tailored financial solutions across pensions, investments, retirement planning, and tax-efficient strategies.
• Conduct research to support recommendations and provide actionable insights to advisers.
• Prepare and organise client data for analysis, ensuring advisers have the information they need to make informed decisions.
• Liaise with client legal and tax advisers where required.
• Accurately complete application and proposal forms, and maintain all compliance paperwork.
• Manage client updates and changes efficiently, implementing agreed investment strategies, including online trading where applicable.
• Attend client meetings on complex cases or to provide support alongside advisers.
• Monitor and review client portfolios, including asset allocation, risk profiling, and overall investment performance.
• Contribute to a collaborative, supportive team environment while gaining broad exposure to multiple financial planning sectors.

Experience and skills required for the role of Paraplanner:

• Knowledge of financial planning and investment products across the retail and wealth management sector
• Familiarity with FCA-regulated financial services and compliance requirements
• Strong written and verbal communication skills
• Good report writing ability with attention to detail
• Effective time management and organisational skills
• Proficient in Microsoft Office and financial planning software (e.g., Intelliflo, Exchange, Threesixty, Defaqto)
• Level 4 Financial Planning qualification (CII) desirable but not essential
• Familiarity with research tools (FE Analytics, CashCalc, Selectapension)
• Open to all levels of experience - from emerging paraplanners to experienced professionals

For more information regarding the role of Paraplanner please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.