Paraplanner

Job Description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title : Paraplanner

Location : Derbyshire (Hybrid available)

Salary : £28,000 £36,000 per annum (DOE)

Benefits :

• BUPA private healthcare (after 6 months)
• Life insurance
• Pension
• 25 days annual holiday + bank holidays
• Office closes over Christmas

Contract : Full-time, Monday to Friday, 9am 5pm (hybrid working available, part-time considered)

About the Role : An established and growing financial advisory firm is seeking an experiencedParaplannerto join their team on a permanent basis. The company offers a modern, forward-thinking approach to financial planning, specialising in pensions and investments, while maintaining the personal touch of a traditional advisory service.

This is an excellent opportunity for a qualified (or part-qualified) paraplanner who wants to take on more responsibility in supporting advisers with technical research, suitability reports, and financial planning solutions, while working in a supportive and professional environment.

Responsibilities :

Preparing and mainta...