Position: Paraplanner Location: Derby Salary: £35,000 (depending on experience and qualifications) Working Hours: Full-time or part-time considered Flexible Working: Yes flexible hours between 7:30am and 5:00pm Work Arrangement: Hybrid working available Salary & Benefits: £35,000 (depending on experience/qualifications) Pension scheme Death in service benefit 3x annual salary 33 days holiday (including bank holidays) Flexible working hours between 7:30am and 5:00pm - Hybrid working available Regular team lunches and seasonal events (summer and Christmas) Supportive, collaborative working environment About the Company: Established in 2004, our client is a respected independent financial planning firm based in Derby. With a focus on providing tailored advice and building long-term relationships, they are committed to helping individuals and businesses achieve their financial goals. Due to continued growth, they are now seeking an experienced Paraplanner to join their dedicated and professional team. Role Overview: The Paraplanner will provide high-level technical support to financial planners by preparing detailed, compliant reports, conducting in-depth product research, and supporting client review processes. You will play a key role in delivering tailored financial solutions and maintaining service excellence. Main Responsibilities: Conduct in-depth client research and prepare supporting documentation for client reviews Compile detailed suitability reports from structured templates Prepare complex and personalised annual client review letters Process and manage complex new business cases Ensure all work is in line with internal processes and FCA compliance requirements Provide timely and accurate information to the management team Deliver advanced business support to financial planners in line with business goals Proactively develop and maintain professional knowledge and technical skills Skills, Knowledge & Qualifications Required: Relevant financial qualification (e.g., Diploma in Financial Planning / DipPFS) Experience using back-office systems, ideally Iress Xplan (knowledge of Intelligent Office is also desirable due to possible future migration) Familiarity with Defaqto/Centra, FE Analytics, and other industry analysis tools Proven experience writing detailed and compliant suitability reports ??????? Excellent attention to detail, organisational, and analytical skills How to Apply: If this sounds like your next opportunity, please submit your CV today. One of our dedicated consultants will be in touch if your profile is a good fit to provide further insight and support you through the next stage of the application process. We may also share other opportunities suited to your experience and goals. Due to the volume of applications, were only able to contact shortlisted candidates. If you dont hear from us within 7 days, please consider your application unsuccessful on this occasion.