Paraplanner

Options Resourcing Ltd; United Kingdom; On-site; GBP 34,200 - 41,800; Full time

Benefits offered by this job

£38,000 salary (DOE)

31 Days Holiday

Pension auto-enrolment scheme

Employee Assistance Programme

Job summary

A respected financial services firm is seeking a Paraplanner to provide high-quality support to Financial Planners and clients. The ideal candidate will have at least 2 years' experience and a Level 4 Diploma. This role offers a competitive salary up to £38,000, with options for fully office-based or hybrid working. Responsibilities include preparing suitability reports and conducting product research.

Qualifications

• At least 2 years' experience as a Paraplanner within an IFA firm.
• Level 4 Diploma (DipPFS or equivalent).
• Highly organized and detail-focused.

Responsibilities

• Work with Financial Planners to assess client objectives and prepare suitability reports.
• Research products, funds, and solutions to meet client needs.
• Ensure all compliance documentation is complete and accurate.

Skills

2+ years' experience as a Paraplanner

Strong understanding of pensions and investments

Confident communication skills

Organizational skills

Proficient in financial software systems

Education

Level 4 Diploma (DipPFS or equivalent)

Tools

FE Analytics

Selectapension

Conquest

Job description

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!

#BIRM24