Pension Paraplanner in Leicester

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. 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. Conducting detailed research across pensions, investments, protection, and retirement planning solutions Assisting with complex technical case work and planning strategies Keeping up to date with regulatory changes and technical developments 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 The opportunity to build a long-term career with a Chartered Financial Planning firm Clear progression opportunities, whether technical or advisory-focused 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.