At a Glance
- Tasks: Support advisers on diverse private client cases in a collaborative team.
- Company: Modern financial planning business focused on growth and employee development.
- Benefits: Up to £42,000 salary, 28 days holiday, hybrid working, and early finishes on Fridays.
- Other info: Engaging company events and a supportive environment for continuous learning.
- Why this job: Join a people-focused culture with clear progression opportunities in financial planning.
- Qualifications: Experience as a Paraplanner and ideally Level 4 Diploma qualified.
The predicted salary is between 42000 - 42000 € per year.
If you’re a Paraplanner looking for a more modern financial planning business, where your technical input is valued, and your career can keep moving, this is worth a look. This role is with a growing financial planning business that is investing in its people, improving how it works and creating genuine opportunities to develop as it expands. With recent acquisitions already completed and further growth planned, that growth is opening up routes into a senior paraplanner, management, or financial planning.
Why this role stands out:
- Hybrid working, once trained, usually just one day per week in the office.
- A 2:15pm finish every Friday, plus flexitime around core hours.
- Clear examples of progression into Financial Planning roles, if progression is important to you.
- A people-focused culture, with approachable senior leaders, regular feedback and company events.
- 28 days holiday + bank holidays, and your birthday off. 37 days in total.
You’ll join the paraplanning team, supporting advisers across a range of private client cases, including pensions, investments and wealth planning. The team works on a pooled support model, so you’ll support different advisers and client scenarios rather than being tied to one individual adviser.
What you’ll need:
- Experience as a Paraplanner within financial planning, wealth management or a similar advice environment.
- Ideally, Level 4 Diploma qualified, or working towards it with a strong technical grounding.
- A good understanding of pensions, investments and tax‑efficient planning, with clear and accurate report writing skills.
- A collaborative, proactive approach, strong attention to detail and a keenness to keep developing your technical knowledge.
What’s on offer:
- Salary up to around £42,000, depending on experience. (perhaps a little more for the right candidate)
- Working hours of 8:45am–5:15pm Monday to Thursday. Early finish every Friday at 2:15pm.
- Flexitime, with start times between 7:30am and 10:30am where possible.
- 4x salary death‑in‑service cover.
- Income protection for up to five years.
- Regular company events, social activities and charity involvement.
Paraplanner in Leicester employer: Logic Resourcing
Join a forward-thinking financial planning business that prioritises your professional growth and values your technical expertise. With a supportive, people-focused culture, flexible working arrangements, and clear pathways for career advancement, this role as a Paraplanner offers an exceptional opportunity to thrive in a dynamic environment. Enjoy generous benefits including 28 days holiday plus bank holidays, early finishes on Fridays, and a collaborative team atmosphere that encourages continuous development.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Leicester
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience. Talk about your understanding of pensions, investments, and tax-efficient planning. We want them to see how you can add value to their team!
✨Be Ready for a Chat
Prepare for informal chats or interviews by practising common questions and scenarios you might face as a Paraplanner. This will help you feel confident and ready to impress when the opportunity arises.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by hiring managers.
We think you need these skills to ace Paraplanner in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience, especially in pensions and investments, to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role and how your background aligns with our modern financial planning approach. Be genuine and let your personality shine through!
Showcase Your Technical Skills:Since we value technical input, make sure to include specific examples of your report writing and any relevant qualifications, like your Level 4 Diploma. This will help us see your strong technical grounding.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Logic Resourcing
✨Know Your Stuff
Make sure you brush up on your technical knowledge about pensions, investments, and tax-efficient planning. Being able to discuss these topics confidently will show that you're not just a Paraplanner, but a knowledgeable one who can add real value.
✨Show Your Collaborative Spirit
Since the role involves supporting different advisers, highlight your experience working in a team environment. Share examples of how you've collaborated with others to achieve common goals, as this will resonate well with their people-focused culture.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think of specific cases you've handled in the past and be ready to explain your thought process and the outcomes. This will demonstrate your practical experience and attention to detail.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company’s growth plans or opportunities for progression. This shows your interest in the role and helps you gauge if it aligns with your career aspirations.
