Paraplanner

Description

Job Title: Paraplanner

Location: Ashby-de-la-Zouch (Remote)

Salary: (phone number removed)+ DOE

We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team.

You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions.

This is a collaborative role in a well-structured practice that genuinely values development and quality advice.

What You'll Be Doing

Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring

Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join?

Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (GBP35,000-GBP40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.

Ad ID: 5417540742