Paraplanner

Job Title: ParaplannerLocation: Hybrid - East Midlands (commutable from Grantham, Lincoln, Nottingham, Leicester)Salary: £35,000-£45,000, depending on experienceHours: Monday to Friday 9 am to 5.30 pmBenefits:22 days annual leave plus bank holidays, increasing with serviceBuying/selling annual leave scheme of up to 5 days.Private Medical InsurancePermanent Health InsuranceEnhanced sick payEnhanced family leaveDeath in serviceDiscounted wills and power of attorneyEmployer contribution of pension starting at 3%, increasing with serviceHalf a day paid leave for volunteering and charitable activitiesEmployee Assistance ProgrammeHealthcare workplace appTeam milestone awards, in accordance with length of serviceOnline fitness programmesStudy leaveFully supported qualifications, training and CPDEV salary sacrifice schemeDevelopment programmesCycle to work schemeAbout the position of Paraplanner:We are recruiting a Paraplanner for a well-established, highly respected financial services firm backed by a leading private equity firm and expanding rapidly. This is your chance to join a dynamic, collaborative team in an ambitious, growth-focused environment. This role offers exceptional career progression opportunities.You'll be part of a supportive paraplanning team that works closely with advisers (currently 8 advisers supported by 6 paraplanners). Workloads are carefully monitored by the Lead Paraplanner, and the team fosters mentoring, knowledge sharing, and collaboration. While the role is primarily behind-the-scenes, there may be occasional opportunities to join advisers for complex client meetings or events, helping you broaden your experience.The firm offers hybrid working, with an expectation of 2 days per week in the office (more during the initial onboarding period to build relationships and get up to speed). The office has on-site parking and is within 10 minutes' walk from the train station.We are looking for candidates with experience in pensions, investments, retirement planning, protection, and tax-efficient strategies. With national expansion plans and a reputation for high-quality advice, this is an ideal opportunity to grow, develop, and shape your career with a firm that truly invests in its people.Responsibilities for the role of Paraplanner:Collaborate closely with advisers and administrators to gather detailed client information and conduct research, preparing fully compliant suitability reports.Ensure all client documentation meets regulatory and compliance standards.Work with advisers to understand client needs and objectives, helping identify tailored financial solutions across pensions, investments, retirement planning, and tax-efficient strategies.Conduct research to support recommendations and provide actionable insights to advisers.Prepare and organise client data for analysis, ensuring advisers have the information they need to make informed decisions.Liaise with client legal and tax advisers where required.Accurately complete application and proposal forms, and maintain all compliance paperwork.Manage client updates and changes efficiently, implementing agreed investment strategies, including online trading where applicable.Attend client meetings on complex cases or to provide support alongside advisers.Monitor and review client portfolios, including asset allocation, risk profiling, and overall investment performance.Contribute to a collaborative, supportive team environment while gaining broad exposure to multiple financial planning sectors.Experience and skills required for the role of Paraplanner:Knowledge of financial planning and investment products across the retail and wealth management sectorFamiliarity with FCA-regulated financial services and compliance requirementsStrong written and verbal communication skillsGood report writing ability with attention to detailEffective time management and organisational skillsProficient in Microsoft Office and financial planning software (e.g., Intelliflo, Exchange, Threesixty, Defaqto)Level 4 Financial Planning qualification (CII) desirable but not essentialFamiliarity with research tools (FE Analytics, CashCalc, Selectapension)Open to all levels of experience - from emerging paraplanners to experienced professionalsFor more information regarding the role of Paraplanner please contact usStellar Select is acting as an employment agency and is a corporate member of the REC.Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days. #J-18808-Ljbffr