Full job descriptionParaplanner
Location: Leicester
Salary: Up to £45,000
Working Arrangement: Hybrid


What’s on Offer
*Salary up to £45,000, depending on experience.
*Hybrid working, with up to one day per week from home.
*23 days annual leave plus bank holidays.
*Option to purchase or sell up to five additional holiday days.
*Workplace pension with 5% employer contribution.
*Private medical cover following successful completion of probation.
*Professional development funding and ongoing support.
*Flexible working arrangements for appointments.
*Discounts on company services.
*Employee referral scheme.


About the Business


An established and highly regarded financial planning business with almost 40 years of experience, providing tailored financial advice and long-term wealth management solutions to individuals and families.
With a strong focus on building lasting client relationships, the business takes a genuinely personal approach to financial planning, helping clients navigate complex financial decisions, protect their wealth and achieve their long-term financial objectives.
The business prides itself on its collaborative culture, technical expertise and commitment to delivering exceptional client outcomes. With an established high-net-worth client base and a growing focus on more complex financial planning, this is an excellent opportunity to join a progressive and supportive team.
The Opportunity


The business is looking to appoint an experienced Paraplanner to play an important role within its financial planning function.
Working closely with Financial Planners and the wider support team, you will take ownership of cases from initial research through to the preparation of comprehensive financial planning reports and recommendations.
This is more than a traditional report-writing position. You will have the opportunity to contribute to the wider advice proposition, develop technical solutions, support complex client cases and help shape best practice across the business.


Key Responsibilities


*Working alongside Financial Planners to understand clients’ circumstances, objectives, attitudes to risk and financial goals.
*Conducting detailed research and analysis across pensions, investments, protection, tax and estate planning.
*Preparing comprehensive suitability reports and bespoke financial planning recommendations.
*Producing cashflow models and technical calculations to support retirement, investment and wealth management strategies.
*Supporting complex cases involving high-net-worth clients and more sophisticated financial planning requirements.
*Developing and maintaining report templates and supporting documentation to ensure consistency and quality across the business.
*Ensuring client files are accurate, compliant and maintained to a high standard.
*Attending client meetings where appropriate, providing technical support and presenting research and cashflow modelling.
*Working collaboratively with Financial Planners and Client Support to ensure an efficient advice process.
*Identifying additional planning opportunities and keeping up to date with changes in legislation, regulation and industry developments.
*Sharing technical knowledge and contributing towards improvements in processes, procedures and best practice.


What We’re Looking For


*Level 4 Financial Services qualification, such as the Diploma in Regulated Financial Planning or Certificate in Paraplanning.
*Previous experience working within a financial planning or wealth management business.
*Strong technical knowledge across pensions, investments and wider financial planning.
*Experience producing suitability reports and undertaking detailed financial research.
*Good understanding of regulatory requirements and the importance of maintaining compliant client files.
*Strong IT, analytical and organisational skills, with excellent attention to detail.
*Confident communication skills and the ability to build effective relationships with Financial Planners and colleagues.


Desirable:


*Experience using Intelligent Office or similar financial planning systems.
*Experience contributing to business processes, technical propositions or the development of report templates.


This is an excellent opportunity for an ambitious Paraplanner looking to join an established financial planning business where they can work on complex cases, develop their technical expertise and make a genuine contribution to the wider advice proposition.


If you’re a technically strong Paraplanner looking to take your career to the next level within a business that truly invests in its people - this is the role for you.