Paraplanner

Our client is an award-winning Chartered Financial Planning firm based in Leicester, recognised for excellence across multiple industry awards. As an independent firm, we provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. We offer a supportive, family-friendly culture with some flexibility around hybrid working.

Role Description

This is a full-time Paraplanner role based in Leicester (with hybrid flexibility), offered with a competitive salary of £35,000 – £45,000 depending on experience. Although the role is listed as Hybrid on LinkedIn, it is primarily an office-based position, with flexibility for occasional home working when needed.

Responsibilities

In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support. Responsibilities include conducting research and analysis, preparing compliant suitability reports, analyzing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.

Qualifications

• Strong knowledge of financial planning and investments
• Excellent analytical and report-writing skills
• Clear verbal and written communication
• Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage
• Ability to work independently and collaboratively
• Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable
• Non-contributory pension (7% employer contribution)
• Paid CII membership
• 33 days holiday (21 flexible days + 12 office closure/bank holidays)
• Family-friendly working culture