Full job descriptionParaplanner
Location: Leicester
Salary: Up to £41,200 per annum
Job Type: Full-time, Permanent
About the Role
We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience.
You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice.
Key Responsibilities
*Conduct provider and product research, including fund performance and risk analysis
*Carry out cashflow modelling using tools such as FE Analytics or similar
*Prepare bespoke, compliant suitability reports tailored to individual client needs
*Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions
*Support advisers and senior staff with technical analysis and evidence-based recommendations
*Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies
*Take ownership of your workflow, meeting deadlines and service level agreements
*Communicate effectively with clients and colleagues via phone, email, and written correspondence
*Collaborate with team members to ensure consistent service delivery and provide cover when required
Skills & Experience
The successful candidate will have:
*Proven experience in a paraplanning role within financial services
*Strong technical knowledge of pensions, investments, and retirement planning
*Demonstrable experience in report writing and producing high-quality suitability reports
*Ability to extract and interpret key information from Fact Finds
*Experience with:
*Fund performance and risk analysis
*Cashflow modelling
*Financial platforms and providers (desirable)

*A client-focused approach, with a commitment to delivering an excellent service
*Exceptional attention to detail and a strong understanding of compliance standards
*Excellent organisational and time management skills, with the ability to manage a high workload under pressure
*Proficiency in Microsoft Word, Excel, Outlook, and Teams
*Experience with Curo (or similar systems) is advantageous
Qualifications
*Level 4 Diploma in Regulated Financial Planning (DipPFS) – completed or working towards
Benefits
*Salary up to £41,200 per annum
*Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities)
*33 days annual leave (including Bank Holidays), increasing with service
*10% non-contributory pension
*Option to make additional personal pension contributions via salary sacrifice
*Life assurance (4x salary)
*Professional development and study support opportunities
*Employee Assistance Programme via Aviva Smart Health
*Work anniversary recognition scheme
*Free on-site parking
*Complimentary fresh fruit and cereal
*Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor)
*Onsite gym
Apply Now
If you’re an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we’d love to hear from you.