Role Tailored to Experience

Chesterfield | Full-time, part-time considered pro rata | Study support available

We’re looking to add the right person to our team.

This is a paraplanning-focused role, but we are open-minded about the level of experience and the shape of the position. The most important thing for us is finding someone who fits well with our team, our advisers and the way we look after clients.

For the right individual, we will build the role around their strengths, experience and development goals.

This could suit an experienced paraplanner looking for a fresh challenge in a supportive, client-focused firm. It could also suit someone already working in financial planning support who is ready to take the next step into a more technical paraplanning role.

You’ll be working closely with our advisers, paraplanners and administration team, supporting the delivery of clear, well-structured advice across pensions, investments and protection. The role sits at the heart of our advice process and will involve report writing, research, provider liaison, client file preparation and helping ensure our recommendations are properly documented and delivered to a high standard.

You do not need to match every part of the role from day one. What matters most is that you are motivated, accurate, commercially aware, good with people and keen to keep developing. We’ll support the right candidate in progressing towards formal paraplanning qualifications where appropriate.

What you’ll be doing

Preparing and supporting suitability reports and personalised client recommendations

Drafting suitability letters across pensions, investments and protection

Working with advisers to understand client objectives, planning needs and recommended solutions

Carrying out research to support pension, investment and protection advice

Preparing client files, technical notes and supporting documentation

Liaising with clients and providers to gather information and progress cases

Working closely with the administration team to ensure cases move forward smoothly

Maintaining accurate client records and updating back-office systems

Helping ensure advice files are clear, compliant and in line with FCA requirements

Keeping up to date with relevant industry, regulatory and product developments

What we’re looking for

At least 3 years’ experience in financial planning, paraplanning, adviser support or a similar role

Strong written communication skills, with the ability to produce clear and accurate reports

Good technical understanding across pensions, investments and protection, or a genuine desire to build this further

Excellent attention to detail and strong organisational skills

A practical, team-focused approach and a willingness to get involved

A client-first mindset and pride in doing things properly

Confidence using Microsoft Office and financial planning platforms

Desirable experience

Working towards the Level 4 Diploma, or already qualified

Previous suitability report writing experience

Investment and pension research experience

Knowledge of Intelliflo and/or Genovo

Experience working directly with advisers and supporting client recommendations

What we offer

Competitive salary, based on experience and the shape of the role

Discretionary bonus

Company pension scheme

Death in service benefit

Early finish on Fridays

Free parking

Staff team building days out

25 days’ holiday plus bank holidays

Support towards qualifications and professional development

You’ll be joining a friendly, professional team where client care, clarity and integrity are at the core of everything we do.

We are not looking to force someone into a rigid job description. We are looking for the right person who can add value to the team and grow with the business.

Job Types: Full-time, Part-time

Pay: £30,000.00-£47,500.00 per year

Expected hours: 39 per week

Benefits:

• Company events
• Company pension
• Free parking
• Life insurance

Application question(s):

• Do you have experience in Financial Services?

Work Location: In person

View the original Indeed job posting for the Paraplanner at Kirrage Williams Limited in Chesterfield S40.