Location: Grantham

Salary: £35,000 – £46,000 depending on experience

Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?

Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.


  • Ideally Diploma qualified, or equivalent, or working towards. Our client will support any career development required whether that’s progressing into advice or gaining any additional qualifications you may require.
  • Intelligent Office
  • General knowledge of the financial planning market including different providers’ products and services.
  • General knowledge across a wide range of financial planning areas such as pensions, investments, protection and estate-planning (including use of Trusts).
  • Minimum of one years’ experience in an IFA/Wealth Management environment.

Essential skills:

  • IT literate, including all Microsoft Packages.
  • Confidence to develop strong, sustainable relationships with operations and adviser colleagues and product providers.
  • Excellent written and verbal communication and influencing skills.
  • Self-motivated.
  • Customer focused.
  • Analytical skills.
  • Problem Solving.
  • Decision-making.
  • Ability to efficiently manage priorities and workloads.
  • Ability to meet strict deadlines.

Paraplanning Responsibilities (not limited to):

  • Produce client suitability reports confirming new recommendations in accordance with the clients internal standards and compliance procedures.
  • Obtain accurate quotations, key features and applications for advisers’ meetings with clients.
  • Assess advisers’ and file documentation in accordance with the company’s compliance requirements.
  • Analyse clients’ circumstances, needs and objectives.
  • Provide research on all relevant advice areas, products and investment funds.
  • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
  • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
  • Ensure all correct documentation is provided to advisers in a timely manner.
  • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
  • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
  • Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
  • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
  • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
  • Ensuring health and safety policies are observed.
  • Completion of other reasonable duties, as defined by the Senior Management Team.


If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.