Paraplanner

Paraplanner

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.