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

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• Conduct provider and product research, including fund performance and risk analysis
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• Carry out cashflow modelling using tools such as FE Analytics or similar
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• Prepare bespoke, compliant suitability reports tailored to individual client needs
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• Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions
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• Support advisers and senior staff with technical analysis and evidence-based recommendations
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• Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies
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• Take ownership of your workflow, meeting deadlines and service level agreements
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• Communicate effectively with clients and colleagues via phone, email, and written correspondence
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• Collaborate with team members to ensure consistent service delivery and provide cover when required
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Skills & Experience

The successful candidate will have:

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• Proven experience in a paraplanning role within financial services
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• Strong technical knowledge of pensions, investments, and retirement planning
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• Demonstrable experience in report writing and producing high-quality suitability reports
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• Ability to extract and interpret key information from Fact Finds
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• Experience with:\n
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  • Fund performance and risk analysis
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  • Cashflow modelling
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  • Financial platforms and providers (desirable)
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• A client-focused approach, with a commitment to delivering an excellent service
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• Exceptional attention to detail and a strong understanding of compliance standards
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• Excellent organisational and time management skills, with the ability to manage a high workload under pressure
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• Proficiency in Microsoft Word, Excel, Outlook, and Teams
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• Experience with Curo (or similar systems) is advantageous
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Qualifications

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• Level 4 Diploma in Regulated Financial Planning (DipPFS) – completed or working towards
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Benefits

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• Salary up to £41,200 per annum
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• Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities)
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• 33 days annual leave (including Bank Holidays), increasing with service
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• 10% non-contributory pension
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• Option to make additional personal pension contributions via salary sacrifice
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• Life assurance (4x salary)
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• Professional development and study support opportunities
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• Employee Assistance Programme via Aviva Smart Health
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• Work anniversary recognition scheme
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• Free on-site parking
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• Complimentary fresh fruit and cereal
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• Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor)
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• Onsite gym
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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.