Paraplanner

Paraplanner
£40,000 - £45,000 per annum
Full Time, Permanent
Hybrid, Leicester 

Are you an experienced Paraplanner looking to bring your technical knowledge into a modern, technology-led business?

My client is an established financial services technology business based in Leicester. After significant growth over the past year, they are looking to appoint an organised and detail-focused Paraplanner to support their technical operations.

This is a fantastic opportunity for someone who enjoys analysing financial information, resolving complex queries and working collaboratively. You will use your paraplanning experience to support accurate, efficient processes within a business combining financial services expertise with technology.

The role

As Paraplanner, you will review financial information, identify important policy details and provide technical support to colleagues across the business.

Reviewing and analysing information received from financial providers
Identifying policy features, charges, benefits and potential restrictions
Highlighting guarantees, safeguarded benefits and other details requiring further investigation
Preparing clear, accurate summaries of complex financial information
Liaising with providers and internal colleagues to resolve technical queries
Obtaining missing information and checking documentation for accuracy and completeness
Supporting the review of transfer and consolidation cases
Maintaining accurate records across internal systems
Managing your workload to meet agreed deadlines and service standards
The candidate

We are looking for someone with previous paraplanning experience, strong technical knowledge and a thorough approach. You will be comfortable interpreting detailed information, managing competing priorities and communicating clearly with others.

Previous experience in a paraplanning role
A relevant Level 4 financial planning or paraplanning qualification, or working towards one
Strong knowledge of pensions and retirement products
Experience interpreting provider information and policy documentation
An understanding of charges, guarantees, safeguarded benefits and transfer considerations
Excellent attention to detail and strong analytical skills
Strong organisational skills and consistent follow-through
A proactive, reliable approach and an interest in financial technology
In return

£40,000 – £45,000 per annum
Hybrid working with a modern Leicester office
The opportunity to apply your paraplanning expertise within a technology-led business
Exposure to digital systems and financial services processes
The chance to contribute ideas and help improve day-to-day operations

Interested? Click ‘Apply’ today
Only candidates based in UK and eligible to work in UK are allowed