Job Description
Paraplanner – £40,000 to £45,000 + Excellent Benefits
Location: Burton Upon Trent
Company: GTS Banking and Finance
Are 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 recommendations
* Conducting research and analysis across pensions, investments, and protection
* Supporting advisers with technical queries and strategy planning
* Maintaining accurate client records and ensuring compliance with FCA regulations
* Liaising with providers, clients, and internal stakeholders to ensure a smooth advice process
What 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 environment
* Strong knowledge of pensions, investments, and protection products
* Excellent written and verbal communication skills
* A proactive attitude with exceptional attention to detail
What’s on offer:
* Salary between £40,000 and £45,000 depending on experience
* Flexible working options
* Generous benefits package including pension and holiday allowance
* Ongoing support for professional development
* A supportive team culture and excellent progression opportunities
This 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@gts-search.com
We look forward to helping you take the next step in your career.