Senior Paraplanner: Technical Research & Reports Lead

Regional Recruitment; Derby; On-site; GBP 42,000 - 54,000; Full time

Job summary

Regional Recruitment is seeking a Senior Paraplanner in Derby to join a growing financial planning team. You’ll provide high‑quality technical and research support to Financial Advisers, preparing suitability reports, researching products and investments, and assisting with complex client cases.

We’re looking for a technically strong paraplanner with excellent attention to detail, strong report‑writing skills and a solid understanding of financial planning and investment matters.

Qualifications

• Technically strong paraplanner with excellent attention to detail.
• Strong report-writing skills and a solid understanding of financial planning and investments.
• Experience supporting Financial Advisers and preparing suitability reports.

Responsibilities

• Provide high-quality technical and research support to Financial Advisers.
• Prepare suitability reports and research products and investments.
• Assist with complex client cases and progress cases through to completion.

Skills

Technical paraplanning

Report writing

Research skills

Job description

Regional Recruitment is seeking a Senior Paraplanner in Derby to join a growing financial planning team. You’ll provide high‑quality technical and research support to Financial Advisers, preparing suitability reports, researching products and investments, and assisting with complex client cases.

We’re looking for a technically strong paraplanner with excellent attention to detail, strong report‑writing skills and a solid understanding of financial planning and investment matters.