Paraplanner - 6 month FTC

2 weeks ago

StokeonTrent Staffordshire, United Kingdom mbf Full time

Paraplanner – Fixed Term Contract (5 months, Remote - UK) From £40K to £55,000 plus company benefits, negotiable depending on experience An established financial planning firm is is seeking an experienced Paraplanner on an initial 5-6 month fixed term contract to support an immediate requirement while they search for a permanent hire. There are multiple vacancies and the company would not rule out contract extensions or possibly even a permanent role if things really work out, although their preference for a perm role is for a hybrid arrangement from Nottingham The Role As a Paraplanner, your responsibilities will include: Preparing detailed financial reports, suitability letters, and recommendations. Conducting research and analysis across pensions, investments, protection, and tax planning. Working closely with advisers to design and document client financial strategies. Ensuring all work meets FCA regulations and company standards. Supporting both general financial planning work and, where relevant, specialist high-net-worth client work. Candidates with experience in HNW technical planning will be given these opportunities, while those with more general financial planning experience will have plenty of varied work. About You The ideal candidate will have: Previous Paraplanner experience in financial planning or wealth management. Strong technical knowledge across pensions, investments, and tax planning. Experience or interest in working with high-net-worth clients (preferred but not essential). Excellent report writing, research, and analytical skills. Progress towards or completion of the Diploma in Regulated Financial Planning (DipPFS) or equivalent. A collaborative, detail-focused approach and a willingness to support a hybrid working model. What's on Offer Initial 5 or 6-month fixed term contract with potential to extend or convert to permanent Excellent package including generous salary and over 30 days annual holiday (plus Bank holidays), Pension etc. 100% home based arrangement. Opportunity to work in a supportive, professional environment with experienced advisers. Exposure to both general and technical HNW client work for those with the relevant experience. If you are an ambitious and detail-oriented Paraplanner looking to make an immediate impact and grow your skills, this role offers a strong potential path to permanency and specialist financial planning experience.

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