Paraplanner

Paraplanner – Enderby, Leicestershire | Hybrid | £35,000–£42,000 + Bonus + Benefits

Working pattern: Hybrid — following completion of initial induction and training

We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.

WHAT YOU WILL BE DOING

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• Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
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• Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
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• Ensuring all documentation meets the firm's compliance standards before issue
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• Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
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• Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
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• Providing technical support on pension and investment queries to the wider advice team and pension consultants
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• Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
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• Producing bespoke one-off reports and comparisons for complex client cases as required
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WHAT YOU WILL NEED

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• Diploma in Financial Planning (DipPFS or equivalent)
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• Experience working as a Paraplanner in a regulated financial services environment
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• Strong technical knowledge of pension, investment, and protection products and their application in financial planning
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