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Paraplanner (TB-1047)

£30000 - £35000 + Benefits

Role: Paraplanner

Location: Burton

Salary: Up to £35k + Benefits

Are you looking for a new Paraplanning opportunity? Our client is looking for a Paraplanner to join the team to work alongside the firm’s advisers. Based from the firm’s main office in Burton, you will be required to conduct work on various schemes/products within holistic wealth management.


  • Research, analyse and compile Financial Planning Reports.
  • Handling existing client queries wherever possible.
  • Providing research for asset allocation on a client’s existing portfolio.
  • Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved.
  • Servicing existing clients by providing valuations and portfolio updates as and when required.
  • Quantifying and analysing clients existing investments.
  • Financial Planning Statements (including Cash flow analysis).
  • Tax Planning Analysis and Risk Modelling.
  • Investment Planning and Analysis.
  • Pension Forecasts and Illustrations.
  • Ad-hoc projects and tasks as and when necessary.

About You

  • Eager to develop professionally and achieve high levels of technical knowledge and sales skills.
  • Have a good knowledge of regulatory requirements.
  • At least 2 years’ experience of producing reports for financial planners.
  • Experience of working within a high-pressure environment.
  • An eagerness to continuously learn and develop skills and knowledge.

Skills & Knowledge

  • Achieved the Level 4 Diploma in Financial Services (minimum)
  • Excellent interpersonal skills and telephone manner.
  • Excellent personal organisational and administrative planning skills.
  • Highly numerate with excellent attention to detail.
  • Proven ability to work on own initiative.
  • The ability to work well within a team environment and build effective working relationships both internally and externally.
  • Good knowledge of Microsoft Office with accurate keyboard skills.
Burton upon Trent
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Employed (Full Time)
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