Paraplanner

Location: Leicester (Hybrid – 2 days office / 3 days remote)
Salary: £35,000 – £42,500 + Pension + 33 Days Holiday + Death in Service Benefit
Working Pattern: Full-Time

This is your chance to work in a collaborative and forward-thinking environment where technical expertise is truly valued and supported.

Whether you’re a developing Paraplanner or a confident report writer looking for progression, this is a rare opportunity to work directly alongside highly experienced Financial Planners in a firm known for excellence, innovation, and putting clients at the centre of everything they do.

Why You’ll Love This Role

• Hybrid Working: Enjoy the flexibility of working from home three days a week, with two key in-office collaboration days (Tuesdays and Wednesdays).
• Career Development: Gain exposure to complex planning strategies and be supported in your growth – with the option to pursue Chartered status.
• Top-Tier Employer: Join a firm with BS8577 and ISO 22222 certifications, known for maintaining the highest operational and ethical standards.
• Modern Culture: Work in a supportive, knowledge-sharing team that values work-life balance and continuous learning.

What You’ll Be Doing

• Conduct in-depth client research to support review meetings.
• Draft clear, compliant suitability reports using structured templates.
• Prepare complex annual review letters and new business documentation.
• Use analytical tools like Defaqto/Centra and FEA Analytics for accurate fund and product analysis.
• Collaborate closely with Financial Planners, offering advanced technical support.
• Ensure meticulous adherence to processes and compliance standards.
• Contribute to process improvements and team knowledge sharing.

What We’re Looking For

• 2+ years’ experience in a paraplanning or technical support role within a wealth management or IFA firm.
• Level 4 Diploma is a bonus but not essential – strong technical acumen and report writing skills are more important.
• Excellent written and verbal communication skills.
• Proficiency with systems like Iress Xplan and/or Intelligent Office.
• Strong understanding of pensions, investments, taxation, and financial planning principles.
• Highly organised, analytical, and proactive with the ability to prioritise workloads independently.

Ready to take the next step in your paraplanning career with a firm that truly values your skills and contributions?

Apply now to be part of a team where your expertise makes a difference every day.