Full job descriptionParaplanner
£40,000 - £45,000 per annum
Full Time, Permanent
Hybrid, Leicester

Are you an experienced Paraplanner looking to bring your technical knowledge into a modern, technology-led business?

My client is an established financial services technology business based in Leicester. After significant growth over the past year, they are looking to appoint an organised and detail-focused Paraplanner to support their technical operations.

This is a fantastic opportunity for someone who enjoys analysing financial information, resolving complex queries and working collaboratively. You will use your paraplanning experience to support accurate, efficient processes within a business combining financial services expertise with technology.

The role

As Paraplanner, you will review financial information, identify important policy details and provide technical support to colleagues across the business.
*Reviewing and analysing information received from financial providers
*Identifying policy features, charges, benefits and potential restrictions
*Highlighting guarantees, safeguarded benefits and other details requiring further investigation
*Preparing clear, accurate summaries of complex financial information
*Liaising with providers and internal colleagues to resolve technical queries
*Obtaining missing information and checking documentation for accuracy and completeness
*Supporting the review of transfer and consolidation cases
*Maintaining accurate records across internal systems
*Managing your workload to meet agreed deadlines and service standards

The candidate

We are looking for someone with previous paraplanning experience, strong technical knowledge and a thorough approach. You will be comfortable interpreting detailed information, managing competing priorities and communicating clearly with others.
*Previous experience in a paraplanning role
*A relevant Level 4 financial planning or paraplanning qualification, or working towards one
*Strong knowledge of pensions and retirement products
*Experience interpreting provider information and policy documentation
*An understanding of charges, guarantees, safeguarded benefits and transfer considerations
*Excellent attention to detail and strong analytical skills
*Strong organisational skills and consistent follow-through
*A proactive, reliable approach and an interest in financial technology

In return
*£40,000 – £45,000 per annum
*Hybrid working with a modern Leicester office
*The opportunity to apply your paraplanning expertise within a technology-led business
*Exposure to digital systems and financial services processes
*The chance to contribute ideas and help improve day-to-day operations


Interested? Click ’Apply’ today.