Back Posted: Jun 21 2025

Paraplanner

Newcastle under Lyme, Staffordshire , United Kingdom

Legal & Law jobs >> Legal

Negotiable

Contract

Name Confidential

Description

3-6-month Fixed Term Contract
Mon-Fri 8.30am-5.00pm/8.00am-4.30pm – will consider full or part-time
Salary DOE

Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner:

* As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products

* Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations

* Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings

* Applications to Financial Institutions

* Stay up to date with industry regulations and compliance requirements.

* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

* Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar

* Proven background in Paraplanning is essential

* Excellent communication skills

* Strong numeric & analytical skills

* Strong team player

* Work well under pressure to meet deadlines

* Strong work ethic

* Tech Savvy

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-7265
Position Type: Contract
Applicants: 0
Views: 2

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