Paraplanner

Leading Chartered Independent Financial Planning Firm

We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office.

This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development.

The Role

As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions.

Key responsibilities will include:

Conducting detailed research across pensions, investments, protection, and retirement planning solutions

Producing clear, accurate, and client-friendly suitability reports

Assisting with complex technical case work and planning strategies

Ensuring client files are complete, accurate, and fully compliant

Supporting the end-to-end new business process, liaising with providers and internal teams

Keeping up to date with regulatory changes and technical developments

You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios.

What We’re Looking For

At least 1 year’s experience in a Paraplanning or similar technical support role

Strong technical knowledge across pensions, investments, tax, and retirement planning

High attention to detail with excellent report writing and analytical skills

Well-organised, proactive, and confident using financial planning software and IT systems

What’s On Offer

The opportunity to build a long-term career with a Chartered Financial Planning firm

Full study support towards further professional qualifications

Clear progression opportunities, whether technical or advisory-focused

A supportive, professional, and collaborative working environment

Exposure to high-quality advice and complex planning cases

If you’re an ambitious Paraplanner who enjoys the te...