Paraplanner – £40,000 to £45,000 + Excellent Benefits Location: Burton Upon Trent Company: GTS Banking and FinanceAre you an experienced Paraplanner looking for your next challenge in a supportive, forward-thinking environment? GTS Banking and Finance is working exclusively with a highly regarded financial planning firm in Burton Upon Trent to find a dedicated Paraplanner to join their growing team.This is a fantastic opportunity for a professional who thrives in a collaborative setting and is passionate about delivering high-quality support to financial advisers and their clients.What you’ll be doing:Preparing detailed suitability reports and recommendationsConducting research and analysis across pensions, investments, and protectionSupporting advisers with technical queries and strategy planningMaintaining accurate client records and ensuring compliance with FCA regulationsLiaising with providers, clients, and internal stakeholders to ensure a smooth advice processWhat we’re looking for:Minimum Level 4 Diploma in Financial Planning (or working towards)Previous experience as a Paraplanner within an IFA or wealth management environmentStrong knowledge of pensions, investments, and protection productsExcellent written and verbal communication skillsA proactive attitude with exceptional attention to detailWhat’s on offer:Salary between £40,000 and £45,000 depending on experienceFlexible working optionsGenerous benefits package including pension and holiday allowanceOngoing support for professional developmentA supportive team culture and excellent progression opportunitiesThis is your chance to be part of a well-established firm that values integrity, quality, and client-focused advice.To apply, please send your CV to Alice Wright at alice.w@We look forward to helping you take the next step in your career.
Job Title
Paraplanner (Burton Upon Trent)