Paraplanner

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups.If your skills, experience, and qualifications match those in this job overview, do not delay your application.Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team.If you enjoy problem-solving, producing high-quality technical work, and supporting advisers with complex financial planning, this role offers an excellent opportunity.Youll work closely with other paraplanners, Financial Planning Consultants and a supportive administrative team, delivering research, analysis, recommendations, and clear, compliant reports.38,000 - 42,000Working hours 8.30am-5pm OR 9am-5.30pm (Mon Thurs), 9am3pm (Fri) 37.5 hour working week25 days annual leave plus bank holidays and birthday offPensionDeath in service x 4Study supportOpportunity for hybrid working after probationary periodOn-site parking / parking paidDuties and responsibilities:Conduct detailed research and analysis of products and providers for new clients, producing clear and comprehensive suitability reportsRegularly review available products and proactively source new product information to ensure recommendations remain fully aligned with client needsCarry out ongoing investment fund research to monitor performance against expectations and ensure all recommended funds match clients risk profiles and investment principlesReview new contracts and provider term changes, preparing informed product recommendations for Financial AdvisersMaintain accurate, well-organised research records and ensure all supporting documentation is properly filedSupport the smooth running of back-office procedures, contributing to efficient internal operationsProvide administrative and compliance support to Financial Advisers, ensuring all new business documentation is complete and accurate xjdpvnf Deliver annual client reviews, including research, analysis, and tailored recommendations where appropriateSkills and experience required:Level 4 diploma or working towards / QBE2+ years of paraplanning experience with strong report writing skillsUnderstanding of investments, pensions, protection, investments and trusts from a wealth management backgroundGood working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirableExcellent attention to detail and interpersonal skillsHighly organised, self-motivated and able to manage own workload effectively

Created: 2026-03-18