Overview
We’re looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients. This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. You’ll work closely with consultants and directors, using your technical knowledge, attention to detail and strong communication skills to support high‑quality client outcomes.
Responsibilities
- Apply regulatory and compliance requirements when producing advice documentation.
- Carry out technical research and analysis to support appropriate financial planning recommendations.
- Gather and review client information to support financial planning advice.
- Prepare suitability letters, reports, and other client‑facing documentation.
- Review pensions and investments using company tools and models.
- Support consultants and the wider team with technical and compliance‑related tasks.
Qualifications
- Financial services experience specifically in a paraplanning role, with responsibility for producing suitability reports and recommendations.
- Level 4 Diploma in Financial Planning or higher is preferable (experienced and partly‑qualified paraplanners will also be considered).
- Strong attention to detail and the ability to produce clear, well‑structured client documentation.
- Clear written communication skills and a professional, organised approach.
- Capability to work within the Senior Managers and Certification Regime (SMCR) – annual FIT assessments and certification renewal required.
Benefits
- Competitive salary (depending on experience).
- 34.5‑hour working week.
- Health cash plan (Core Level1).
- 5% employer/5% employee pension.
- 4× salary life assurance and group income protection.
- 25 days’ holiday plus statutory (increasing with service).
- Hybrid working – a blend of home and office time in Leicester.
- Training and development opportunities.
- A supportive, collaborative team environment.
