Paraplanner Work, Jobs in Coalville, Lec (with Salaries)

Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
- Analytics
Paraplanner
Foster Denovo —Derby
- Hybrid work
- Employee discount
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Senior Paraplanner
AMG Wealth Management —Allestree
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
Quick apply
Financial Administrator
Aristotle Financial Planning —Derby
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Financial services
- Free parking
- Flexitime
Quick apply
2d
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Paraplanner
Boolers —Enderby
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- No degree
- Computer skills
- Business
- Free parking
- Health & wellbeing programme
Quick apply
12d
Paraplanner
Hoxton Wealth —Lichfield
- Data analysis skills
- Analysis skills
- Communication skills
Quick apply
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Training & development
- Communication skills
- Employee assistance programme
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme

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Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or…
£24,000 - £36,000 a year
Quick apply
Paraplanner
Cooper Parry —Derby
A flexible approach to work - balancing working from home, in office or with clients. Working towards the Chartered or Certified Financial Planner qualification…

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Paraplanner

Cooper Parry -
Derby

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Job details

Full-time

Benefits

Company pension

Qualifications

Financial planning
Pension
Technical support
Financial analysis
Analysis skills
Analytics

Full job description

About the role...:

At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

As a Paraplanner, you’ll be a key player in servicing our existing clients. You’ll be behind the scenes making sure everything flows seamlessly. As part of a high performing team of Paraplanners you'll be working alongside our Relationship Managers, producing high quality annual preparation and accurate and compliant reports.

Other day-to-day responsibilities include…

Provide a high level of technical support to Relationship Managers
Complete the preparation for client annual meetings
Complete an accurate and comprehensive analysis of client’s financial position
Creating cashflow modelling using Voyant Go
Construct the advice underpinning each financial plan
Responsible for the quality, accuracy and compliance of reports and advice
Correctly carrying out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions

About you...:

At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

In addition to those core values, as a Paraplanner you should;

Experience working as a paraplanner
Experience in writing full financial plans
A true understanding of holistic financial planning
Have worked with high net worth clients
Strong technical knowledge and the ability to simplify the complex
Well developed analytical skills and a high level of attention to detail
Top-notch organisation skills and ability to actively prioritise your workload
Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
The Diploma in Regulated Financial Planning
Working towards the Chartered or Certified Financial Planner qualification (desirable)

About us...:

Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK, and we’re proud of what we have built so far. And we have big ambitions in the future!

We don’t do cookie-cutter advice. We don’t hide behind jargon. We put people first, speak plainly, and focus on what makes a difference.

We’re part of the Cooper Parry Group which also offers accountancy and digital services. This provides the perfect environment to support us and differentiate the services we can offer to clients.

Check out our recent achievements:

New Model Advisors Top 100 firm in the UK
Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

What's in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

A flexible approach to work - balancing working from home, in office or with clients
Support with career growth and qualifications
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just “wear something!”
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Cooper Parry social/sports clubs

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

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