Paraplanner - Pathway to Technical Paraplanner, Chesterfield, Hybrid, Up to £45k DOE - Financial Divisions : Job Details

+ 25 Days Holiday + DIS + Bonus

Are you a Diploma-qualified Paraplanner ready to take your career to the next level? Do you want to be part of a dynamic, forward-thinking IFA firm where your expertise and passion for financial planning will be truly valued? If so, this could be the perfect opportunity for you!

We are partnering with an innovative and rapidly growing Independent Financial Advisory firm in Chesterfield to offer an exciting Paraplanner role. This isn't just any paraplanner position—this is your chance to join a business on the rise and progress along a clear career pathway to becoming a Technical Paraplanner.

What’s in it for you?

• Salary: Up to £45k DOE, plus performance-based bonuses.
• 25 Days Holiday + DIS.
• Hybrid working for a balanced work-life schedule.
• Clear career progression toward a more technical role.
• Supportive team environment that truly values your contributions.

As a Paraplanner, you’ll play a key role in helping clients achieve their financial goals by providing tailored financial reports, conducting research on cutting-edge financial products, and delivering solutions for tax mitigation, estate planning, pensions, and investments. You’ll be an integral part of the team, assisting advisors with high-value clients and ensuring compliance with FCA regulations.

You’ll bring:

• A Diploma in Financial Planning.
• Experience as a Paraplanner within an IFA setting, with solid knowledge of tax planning, estate planning, investments, and compliance.
• A passion for solving complex problems and providing practical solutions.
• Strong collaboration skills and a desire to make a tangible impact on a growing business.

In return, you’ll have the opportunity to progress rapidly within a supportive, innovative firm that invests in your professional growth. This role offers more than just a job—it’s the opportunity to truly make your mark and shape your future.

If you’re ready to take the next step in your career with a forward-thinking IFA firm, we want to hear from you!

Send your CV and application to Joanna at Financial Divisions to take the first step toward an exciting future today!