Paraplanner Jobs in Lincolnshire

Welcome to Castlegate.
A growing team of financial planners and paraplanners serving Lincolnshire.

Join us as a dedicated paraplanner here in Lincolnshire

Are you looking for an interesting role in one of Lincolnshire’s leading financial planning businesses? At Castlegate, we are regularly on the lookout for competent paraplanners to support our adviser team – helping to provide excellent value to clients.

As a Chartered firm, we have carefully nurtured a reputation for excellence in client care and service provision. We are always striving to do better by bringing additional talent onto our team. If you want to make a difference to clients’ lives by helping them with their financial planning, then we would love to hear from you.

We value our people. That is why our paraplanner jobs in Lincolnshire offer many benefits such as opportunities for career development, a friendly working environment and a healthy balance between work and personal life.

The key job requirement is that you possess the relevant qualifications. You should have a keen eye for detail and excellent skills in teamwork, communication, record keeping and using the relevant software to produce and review reports.

For more information on our Lincolnshire paraplanner roles, please visit our careers section.

Who are Castlegate?

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.

This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.

Meet The Team View All

Penny Harding

Paraplanner

The Paraplanner role is extremely varied, making each day different to the last. Working with a large range of providers, products and funds to conduct market research and help meet client objectives is always interesting.

I enjoy learning about new products and, with taxation and legislation always changing, there is always something to learn working in the Financial Services industry. We have a great team of people around us working hard to help our clients achieve their financial goals.

Chartered Status

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

Financial Planning Video

Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…

 

Mr M Day

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”

 

Mr A & Mrs V Trumper

“With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”

 

Mr D Maclaren

‘I’m very grateful and value what you do for me”.

 

Mr W & Mrs S Oakes

“We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan.”

 

Mr S Weedon

“I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.”

 

Mrs I Morland

“Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”

 

Mr M Crush

“I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.”

 

B Cunningham

"Castlegate have looked after my investment for over 20 years and I have always been happy with the service I received."

 

Mr Henry K

"I am entirely happy with the service provided by Castlegate."

Pensions & Investments

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
Find out more

If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.