Job Information
Paraplanner - Permanent (4622)
N/A Newcastle-under-Lyme, Staffordshire 377 Days Ago
Posted: 01-12-2017
20,000 -30,000 - 20,000 -30,000 Per Annum
Monday to Friday 9.00am – 5.00pm
Salary: £20k - £30k per annum

Candidate Requirements:

  • Previous experience working as a Paraplanner who is technically competent is essential
  • Qualified with a Certificate in Paraplanning level 4 or an equivalent qualification
  • Knowledge of VCTs, offshore bonds and life mirror funds.
  • Highly analytical and logical
  • Excellent Maths and English is a must
  • Exceptional verbal and written communication skills
  • High attention to detail is a must
  • Warm and personable individual who can build relationships with people on all levels
  • Experienced in using Morningstar Adviser Workstation, ShareScope/Alpha Terminal.

Job Description:

A fantastic opportunity has arisen for a Paraplanner to join a leading wealth management organisation, who are experts within their field. As the Paraplanner you will be responsible for supporting Certified Financial Planners with extensive research for high net worth clients looking at the overall portfolio structure and diversity.


The role offers a competitive salary depending on experience, death in service, company pension, 20 days plus bank holidays which will increase after 3 years’ service, discretionary bonus based on individual and company performance which is paid quarterly, discretionary attendance bonus.


  • As the Paraplanner you will be responsible for conducting research identifying areas for planning, researching appropriate providers and investments, making suggestions for funds to be included in the portfolio
  • Producing written reports on research findings
  • Within this role and organisation the Paraplanner is client facing and will be involved in client meetings therefore must be able to build relationships within high net worth clients.
  • As the Paraplanner you will be preparing and maintaining client files along with preparing recommendations, implementing recommendations and reviewing them
  • You will also be required to conduct audits keeping track of outstanding buys and sales
  • As the Paraplanner you will also be involved in writing Blogs and Newsletters therefore must be passionate about investment issues, economics and the financial market
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