Reference: AL1106


Derby (Our Ref AL1106)

Salary to c£38,000 + benefits


An excellent opportunity has arisen for an experienced paraplanner to join a vibrant team based on the outskirts of Derby.  Our client is a Financial Planning organisation providing independent financial advice to Private and Corporate clients.

The role:

Joining a busy Paraplanning Team you will provide support to Financial Advisers.  The scope and duties of the role will be dependent on your experience but as a minimum the role will encompass:

  • Information analysis and undertaking product and fund research
  • Preparation of draft recommendations
  • Preparation of comprehensive financial plan / cash flow forecasts
  • Keeping up to date with product and legislative changes
  • Ensuring compliance with FCA regulation
  • Maintaining client records via Intelliflo Office
  • Dealing with ad hoc requests from Advisers and Clients
  • Working on Bed & ISA and Bed & Pension research and suitability reports
  • Producing research and preparing suitability reports for top ups to existing business
  • Triaging Letter of Authority responses to ensure all the required information has been obtained and researching alternative solutions
  • Training of basic Paraplanning cases to new entrants and existing colleagues
  • Completion of Annual Review Suitability Reports
  • Management/allocation of Paraplanning diary when the Senior Paraplanner is unavailable
  • To provide occasional support to our Administration Team with general office duties to include welcoming visitors, booking meeting rooms, dealing with post, scanning and answering the telephone


About you:

  • CII qualifications – progress towards CII Level 4 Diploma is expected
  • Minimum 2 years’ experience within Financial Services
  • Experience of Paraplanning for investments and pensions with technical knowledge (protection and mortgage knowledge is desired but not essential)
  • Knowledge of SIPP/ Drawdown Pension arrangements (knowledge of WRAP platforms is desired but not essential)
  • Strong analytical skills and excellent communication skills
  • High level of competency with Microsoft and experience with Intelliflo Office is highly desirable
  • Good attention to detail with ability and desire to work to a high standard
  • An ability to deliver excellent customer service



  • CII exam support and the opportunity to progress your career
  • Hybrid working – up to 3 days per week working from home and a minimum of 2 days per week at our Derby office
  • Salary up to £38,000 dependent on experience & qualifications


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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