Paraplanner

About Us

We are a well-established Chartered Financial Planning firm, providing tailored wealth management solutions to individuals, families, business owners, and professionals throughout Derbyshire and across the UK.

As a Senior Partner Practice of St. James's Place, we pride ourselves on building long-term client relationships and delivering highly personalised financial advice. Our expertise spans comprehensive wealth management, retirement planning, business financial strategies, and intergenerational legacy planning.

Our specialist team supports clients across:

Individuals & Families

Retirement and pension planning
Investment management and portfolio structuring
Lifetime compensation settlement planning
Inheritance tax and estate planning
Intergenerational wealth transfer
Tax and trusts

Businesses & Professionals

Corporate financial planning
Tax-efficient wealth strategies
Business protection solutions
Succession and business exit planning

The Role

We are seeking an experienced and motivated Paraplanner to join our growing team. This is an excellent opportunity for an individual who is technically skilled, highly organised, and committed to delivering exceptional client outcomes. We are keen to have an individual that is technology driven.

You will play a key role in supporting advisers by conducting research, preparing recommendations, producing high-quality suitability reports, and ensuring all client work meets regulatory and compliance standards.

Key Responsibilities

Prepare accurate, personalised, and well-considered suitability reports and client correspondence.
Conduct detailed technical research and analysis to support client recommendations.
Produce recommendations across a broad range of financial planning areas, including:
Retirement planning, pension transfers, and drawdown strategies
Investment planning
Protection planning
Inheritance Tax and trust planning
Business planning solutions
Ensure all client documentation, including fact finds, illustrations, and supporting evidence, is complete, accurate, and compliant.
Undertake comparative research and analysis to support financial planning recommendations.
Investigate client queries thoroughly and provide accurate, timely responses.
Provide administrative support where required, including:
Obtaining additional information through Letters of Authority
Business submission processing
Preparation of presentation packs and supporting documentation
Work collaboratively with advisers and colleagues to deliver an exceptional client experience and consistently high standards of advice.

Candidate Requirements

Essential

Level 4 Diploma in Financial Planning (CII) or equivalent qualification.
Minimum of two years' experience within the financial services industry.
Strong understanding of financial planning products, services, and regulatory requirements.
Excellent analytical and technical skills, with the ability to interpret information and provide detailed commentary.
Strong organisational skills and the ability to manage multiple cases and competing deadlines effectively.
Excellent attention to detail and commitment to producing high-quality work.
A positive, proactive, and collaborative approach to working within a close-knit team.
A desire to help implement technology and AI

Desirable

Experience using FE Analytics, Voyant, Salesforce, and Aptus.
Previous experience supporting the administration process, including business submissions and preparation of client presentation packs.

What We Offer

Salary: £38,000 to £43,000 per annum + Bonus (depending on experience)
Opportunity to work within a respected Chartered Financial Planning firm
Supportive and collaborative team environment
Exposure to complex and rewarding financial planning cases
Ongoing professional development and career progression opportunities

Education

A-Level qualification or equivalent (preferred)

Experience

Financial Services: Minimum 2 years' experience (required)

Location

In-person role

AMG Wealth Management jobs

Senior Paraplanner - £38k-£43k+Bonus