Paraplanner - 5 month FTC

Paraplanner - Fixed Term Contract (5 months, Nottingham / Hybrid)

An established financial planning firm in Nottingham is seeking an experienced Paraplanner on an initial 5-month fixed term contract to support an immediate requirement while they search for a permanent hire.

This is a great opportunity to join a professional team and showcase your skills, with the potential for the role to become permanent either at the end of the contract or immediately, particularly for candidates who can commit to a hybrid working arrangement from the Nottingham office. Fully home-based arrangements are available but are less likely to transition to a permanent position unless the candidate is exceptional.

As a Paraplanner, your responsibilities will include:

• Preparing detailed financial reports, suitability letters, and recommendations.

• Conducting research and analysis across pensions, investments, protection, and tax planning.

• Working closely with advisers to design and document client financial strategies.

• Ensuring all work meets FCA regulations and company standards.

• Supporting both general financial planning work and, where relevant, specialist high-net-worth client work. Candidates with experience in HNW technical planning will be given these opportunities, while those with more general financial planning experience will have plenty of varied work.

The ideal candidate will have:

• Previous Paraplanner experience in financial planning or wealth management.

• Strong technical knowledge across pensions, investments, and tax planning.

• Experience or interest in working with high-net-worth clients (preferred but not essential).

• Excellent report writing, research, and analytical skills.

• Progress towards or completion of the Diploma in Regulated Financial Planning (DipPFS) or equivalent.

• A collaborative, detail-focused approach and a willingness to support a hybrid working model.

• Initial 5-month fixed term contract with potential to extend or convert to permanent.

• Flexible working, with a preference for candidates available for hybrid office attendance.

• Opportunity to work in a supportive, professional environment with experienced advisers.

• Exposure to both general and technical HNW client work for those with the relevant experience.

If you are an ambitious and detail-oriented Paraplanner looking to make an immediate impact and grow your skills, this role offers a strong potential path to permanency and specialist financial planning experience.