Paraplanner - Loughborough, East Midlands

Ref: 1452Tuesday 14 November 2023

£30000 - £35,000

Are you looking to progress your career in financial services as a Paraplanner? We are seeking a motivated professional to join a dynamic IFA. As a Paraplanner, you will receive comprehensive support, training, and opportunities for professional growth. he team provides two career path for you to follow either to become an Adviser where you will work with your won clients or to become a technical Paraplanner. 

If you are a motivated individual looking for a rewarding career in financial services and have experience with noncomplex suitability reports and are looking to take that step up our client is offering an exciting environment to do this within.

The salary range for this role in the Paraplanning team is up to £35,000


The firm is offering the following:

  • Support and Training
  • Bonus and Pay Rises Aligned with Exam Success and Experience
  • Discretionary Christmas Bonus (Based on Company Performance)
  • Increasing Holiday Allowance Based on Service
  • Flexible Working Hours, option for Remote Working
  • Fully Funded Financial Services Exams (Up to Chartered Status)
  • Death in Service Policy
  • Free Onsite Parking
  • Long term career opportunities for Progression into Advising for Non-Advising Staff


Key Responsibilities:

  • Assist in conducting due diligence and research on financial products, providers, and funds, in line with company policy.
  • Support the accurate documentation of financial advice provided by Advisers through suitability reports and supporting evidence.
  • Analyse and conduct detailed research on funds and providers.
  • Ensure all information and research adhere to strict ethical and compliance guidelines under the guidance of the Compliance Department.
  • Collaborate in writing suitability reports and making product recommendations for client presentations.
  • Provide technical support and backup to Advisers and the administrative support team.
  • Address client and provider inquiries via telephone or in writing, ensuring resolution to completion

Skills Required:

  • Level 4 Diploma preferred, but we may consider trainees willing to work toward Level 4 status.
  • Excellent communication skills.
  • Highly motivated and results-driven.
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