Paraplanner

Paraplanner – East Midlands 
up to £45,000 + competitive benefits 

An established and forward-thinking financial planning firm is seeking a dedicated Paraplanner to join their growing team. This is an excellent opportunity for an experienced professional to work closely with Financial Planners, providing high-quality technical support and helping deliver exceptional client outcomes.

The Role

• Draft detailed and compliant suitability reports in collaboration with Financial Planners.

• Liaise with advisers to ensure all client information is accurate and complete.

• Interpret adviser meeting notes and prepare suitable recommendations with precision and care.

• Provide technical guidance to advisers to support positive client outcomes.

• Ensure all work meets company compliance standards and FCA requirements.

• Maintain accurate workflow records and case files to departmental standards.

• Obtain and analyse existing policy data, prepare research, and source relevant illustrations.

• Collaborate effectively with Client Support and administration teams to ensure a smooth client experience.

• Maintain up-to-date technical and industry knowledge.

About You

• Previous experience in a Paraplanning or similar technical role within financial services.

• Strong understanding of FCA rules and compliance requirements.

• Diploma in Financial Planning (or working towards).

• High level of attention to detail with strong analytical and report-writing skills.

• Excellent communication and organisational abilities.

• Proficient with financial planning and CRM systems.

• Able to manage own workload effectively and meet deadlines in a fast-paced environment.

This role would suit someone who enjoys problem-solving, takes pride in technical accuracy, and is motivated by supporting high-quality financial advice delivery.