Paraplanner

Job Title: Paraplanner

Location: Hybrid – East Midlands (commutable from Grantham, Lincoln, Nottingham, Leicester)

Salary: £35,000-£45,000, depending on experience

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

• 22 days annual leave plus bank holidays, increasing with service
• Buying/selling annual leave scheme of up to 5 days.
• Private Medical Insurance
• Permanent Health Insurance
• Enhanced sick pay
• Enhanced family leave
• Death in service
• Discounted wills and power of attorney
• Employer contribution of pension starting at 3%, increasing with service
• Half a day paid leave for volunteering and charitable activities
• Employee Assistance Programme
• Healthcare workplace app
• Team milestone awards, in accordance with length of service
• Online fitness programmes
• Study leave
• Fully supported qualifications, training and CPD
• EV salary sacrifice scheme
• Development programmes
• Cycle to work scheme

About 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 sector
• Familiarity with FCA-regulated financial services and compliance requirements
• Strong written and verbal communication skills
• Good report writing ability with attention to detail
• Effective time management and organisational skills
• Proficient in Microsoft Office and financial planning software (e.g., Intelliflo, Exchange, Threesixty, Defaqto)
• Level 4 Financial Planning qualification (CII) desirable but not essential
• Familiarity with research tools (FE Analytics, CashCalc, Selectapension)
• Open to all levels of experience – from emerging paraplanners to experienced professionals

For more information regarding the role of Paraplanner please contact us

Stellar 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.