Paraplanner

Bespoke Financial Recruitment Solutions; Leicester; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Non-contributory pension (7% employer contribution)

Paid CII membership

33 days holiday (21 flexible days + 12 office closure/bank holidays)

Family-friendly working culture

Job summary

A reputable financial planning firm in Leicester is seeking a Paraplanner to join their award-winning team. This full-time role offers a competitive salary between £35,000 and £45,000, depending on experience. Responsibilities include supporting Financial Advisers, conducting research, preparing reports, and developing financial plans. Strong knowledge of financial planning, excellent analytical skills, and a Level 4 Diploma in Financial Planning are required. The firm fosters a family-friendly culture with hybrid working options available.

Qualifications

• Strong knowledge of financial planning and investments.
• Excellent analytical and report-writing skills.
• Clear verbal and written communication.

Responsibilities

• Conduct research and analysis.
• Prepare compliant suitability reports.
• Analyze financial data and develop personalized financial plans.

Skills

Financial planning knowledge

Analytical skills

Communication skills

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

IRESS Xplan

Job description

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