Paraplanner

Guild Search; Leicester; Hybrid; GBP 54,000 - 66,000; Full time

Job summary

Guild Search is seeking an experienced Paraplanner in Leicester to provide technical support to advisers and manage paraplanning work with autonomy.

The role involves drafting suitability reports, researching pensions, investments and protection, and collaborating with the paraplanning and administration teams to ensure regulatory compliance.

Qualifications

• Previous paraplanning experience within financial planning / wealth management.
• Strong technical knowledge across pensions and investments.
• Confident working independently and managing own workload.
• Good communication skills and a collaborative approach.
• Ideally working towards, or already holding, relevant CII qualifications.

Responsibilities

• Preparing suitability reports and technical recommendations.
• Research across pensions, investments and protection.
• Supporting advisers with complex client cases.
• Working closely with the wider paraplanning and administration teams.
• Ensuring cases meet regulatory and compliance requirements.
• Contributing to improvements in processes and ways of working.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Independent worker

Communication skills

Education

CII qualifications

Job description

Paraplanner | Leicester | Up to £60,000 DOE

I’m working with an established financial planning firm in Leicester who are looking to appoint an experienced Paraplanner to join their team.

This is a great opportunity for someone who enjoys being a true technical support to advisers, wants to work within a collaborative team, and is confident managing paraplanning work with a good level of autonomy.

The business is continuing to develop its processes and systems, including exploring how technology and AI can be used to make the paraplanning function more efficient, so they’re keen to find someone who will bring ideas as well as strong technical capability.

The role will include:

• Preparing suitability reports and technical recommendations
• Research across pensions, investments and protection
• Supporting advisers with complex client cases
• Working closely with the wider paraplanning and administration teams
• Ensuring cases meet regulatory and compliance requirements
• Contributing to improvements in processes and ways of working

What they’re looking for:

• Previous paraplanning experience within financial planning / wealth management
• Strong technical knowledge across pensions and investments
• Someone confident working independently and managing their own workload
• Good communication skills and a collaborative approach
• Ideally working towards, or already holding, relevant CII qualifications

The salary is up to £60,000 depending on experience.

This is an office-based/hybrid position in Leicester, so applicants need to be comfortable with regular time in the office rather than looking for a predominantly remote role.