Paraplanner - Doncaster, Yorkshire and the Humber

Ref: 1441Monday 30 October 2023

Up to £40,000

Are you a skilled Paraplanner looking for an exciting opportunity to contribute to a dynamic and growing IFA firm? Look no further! We are seeking a talented Paraplanner to join in delivering an exceptional client service working with a team of experienced Financial Advisers

Paraplanner Salary range is up to £40,000

Based in the West Midlands, the company operates with a hybrid model, offering the flexibility of both in-office and remote work arrangements. The team takes pride in fostering a collaborative and innovative environment that values the growth and development of our employees.


Role and Responsibilities:

As a Paraplanner,  you will play a pivotal role in supporting the Planners and contributing to their clients' financial well-being. Your key responsibilities will include:

  • Preparing and maintaining comprehensive client files and reviews.
  • Developing accurate cash flow models to aid in financial planning.
  • Crafting well-researched recommendations and suitability reports.
  • Identifying strategic areas for financial planning to benefit the clients.
  • Collaborating with Financial Planners to conduct research and propose effective solutions.
  • Compiling and analysing information for Planner's assessment.
  • Coordinating with clients' legal and tax advisors when necessary.
  • Overseeing the seamless implementation of recommendations and ensuring compliance.
  • Building and nurturing strong, enduring relationships with our valued clients.
  • Person Specification:


  • Possess an excellent grasp of the financial planning process.
  • Demonstrate proficiency in various product areas, including pensions, investments, tax planning, and protection.
  • Showcase exceptional skills in crafting suitability reports.
  • Experience in the financial planning sector.
  • Paraplanning experience
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