Job Description
Paraplanner
Location: Leicestershire
Salary: £28,000 – £37,000 per annum (DOE)
Hours: Monday–Friday, 9:00am–5:00pm
Contract: Full-time, permanent
Flexibility: Potential for flexible working for the right candidate
Our client, a well-established Chartered IFA and accountancy firm based in Leicestershire, is looking to recruit an experienced and detail-focused Paraplanner to join their growing financial planning team.
This is an excellent opportunity for a Paraplanner seeking long-term progression within a professional, supportive environment, with strong backing for exams, career development and future advancement.
The Paraplanner Role
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Supporting Financial Advisers with full paraplanning duties
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Preparing suitability reports, financial planning recommendations and technical research
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Conducting detailed product and fund research
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Analysing client information and financial objectives
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Ensuring all work is compliant with FCA regulations and internal standards
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Liaising with advisers, administrators and providers as required
The Ideal Candidate
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Previous experience working as a Paraplanner (or strong technical administrator looking to step up)
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Good working knowledge of pensions, investments and protection products
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Strong attention to detail and technical ability
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Progress towards, or willingness to study for, relevant financial planning qualifications (e.g. Diploma in Regulated Financial Planning)
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Excellent written and verbal communication skills
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Organised, proactive and able to manage workload effectively
What’s on Offer
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Salary of £28,000 – £37,000 per year (depending on experience)
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Excellent progression opportunities within a Chartered firm
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Full study support for professional qualifications
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Monday to Friday working hours (9–5)
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Potential for flexible or hybrid working for the right candidate
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Supportive, professional and collaborative working environment
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Additional benefits package
Next steps: