Paraplanner

Brevere Group; Leicester; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Long-term career

Study support

Career progression

Collaborative environment

Exposure to complex cases

Job summary

Brevere Group in Leicester is seeking an experienced Paraplanner to join a growing team within a leading Chartered Independent Financial Planning firm. You will support Financial Advisers by delivering high‑quality technical research and well‑structured, compliant reports.

The role offers full study support towards professional qualifications, clear progression opportunities, and a collaborative environment with exposure to high‑quality planning cases.

Qualifications

• At least 1 year in a paraplanning or technical support role.
• Strong knowledge across pensions, investments, tax and retirement planning.
• Excellent report writing and analytical skills.
• Well-organised, proactive with IT systems and financial planning software.

Responsibilities

• Conduct detailed research across pensions, investments, protection and retirement planning solutions.
• Produce clear, accurate, client-friendly suitability reports.
• Assist with complex technical case work and planning strategies.
• Ensure client files are complete, accurate and fully compliant.
• Support the end-to-end new business process, liaising with providers and internal teams.

Skills

Paraplanning

Pensions knowledge

Investments knowledge

Tax knowledge

Report writing

Attention to detail

Job description

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 technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we'd love to hear from you.