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Paraplanner

Grantham Permanent £40,000 - £45,000 per year View Job Description
The Paraplanner role supports Financial Advisers through a range of administrative and technical tasks, from preparing documentation to conducting client reviews. It combines client service, report preparation, and compliance support in a fast-paced, professional financial planning environment.
  • Role providing exposure across a full range of products
  • Chance to directly contribute to delivering high-quality financial advice

About Our Client

The client is a boutique financial services firm offering high-quality mortgage and equity release advice from a whole-of-market panel. They also provide protection solutions from leading UK insurers, along with long and short-term financial planning strategies tailored to clients' needs.

Job Description

The Paraplanner's duties include:



  • Preparing new business documentation and regular client review packs.


  • Producing and updating accurate client portfolio valuations and reports.


  • Collaborating with advisers to interpret financial advice based on each client's needs and objectives.


  • Preparing suitability reports and recommendation documents.


  • Carrying out anti-money laundering checks and obtaining literature from providers.


  • Managing appointment bookings and client communications.


  • Maintaining lead records and progress tracking.


  • Ensuring advisers have access to up-to-date literature and technical information.


  • Staying informed on relevant product, legislative, and industry changes.



The Successful Applicant

The ideal Paraplanner candidate will have experience within an IFA or wealth management setting, supporting advisers in a paraplanning or technical administration role. A strong understanding of investments, pensions, protection/life cover, and ideally, tax or trust arrangements is essential. They will be Level 4 Diploma qualified, confident working independently or as part of a team, and possess excellent communication and organisational skills.

What's on Offer

The successful candidate will join a small, professional, and client-focused team based in Grantham. The role offers the chance to work closely with experienced Financial Advisers in a supportive environment, with ongoing learning and development in a comprehensive financial planning practice.

Contact
Felix Marufu
Quote job ref
JN-042025-6727710
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Banking / Securities
Sector
Financial Services
Location
Grantham
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-042025-6727710