Paraplanner

Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities • Conduct provider and product research, including fund performance and risk analysis • Carry out cashflow modelling using tools such as FE Analytics or similar • Prepare bespoke, compliant suitability reports tailored to individual client needs • Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions • Support advisers and senior staff with technical analysis and evidence-based recommendations • Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies • Take ownership of your workflow, meeting deadlines and service level agreements • Communicate effectively with clients and colleagues via phone, email, and written correspondence • Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: • Proven experience in a paraplanning role within financial services • Strong technical knowledge of pensions, investments, and retirement planning • Demonstrable experience in report writing and producing high-quality suitability reports • Ability to extract and interpret key information from Fact Finds • Experience with: • Fund performance and risk analysis • Cashflow modelling • Financial platforms and providers (desirable) • A client-focused approach, with a commitment to delivering an excellent service • Exceptional attention to detail and a strong understanding of compliance standards • Excellent organisational and time management skills, with the ability to manage a high workload under pressure • Proficiency in Microsoft Word, Excel, Outlook, and Teams • Experience with Curo (or similar systems) is advantageous Qualifications • Level 4 Diploma in Regulated Financial Planning (DipPFS) – completed or working towards Benefits • Salary up to £41,200 per annum • Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) • 33 days annual leave (including Bank Holidays), increasing with service • 10% non-contributory pension • Option to make additional personal pension contributions via salary sacrifice • Life assurance (4x salary) • Professional development and study support opportunities • Employee Assistance Programme via Aviva Smart Health • Work anniversary recognition scheme • Free on-site parking • Complimentary fresh fruit and cereal • Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) • Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we’d love to hear from you.