Quick Questions:

• Do you have Paraplanner experience?
• Are you skilled in FE Analytics or similar financial planning systems relevant to a Paraplanner?
• Are you looking for a full-time Paraplanner role in Leicester?

Benefits:

• Company pension contribution (10%)
• Life assurance
• 33 days annual leave including bank holidays, with Christmas closure
• Free on-site parking
• Support for professional qualifications relevant to your Paraplanner career

About the Company:

This well-established, client-focused financial planning firm specialises in pensions, investments, and wealth management. With a team of experienced advisors and Paraplanners, the company prides itself on delivering high-quality, personalised service. The culture encourages ongoing learning for Paraplanners, exam support, and career progression within a collaborative and supportive environment.

Key Duties for the Paraplanner role:

• Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
• Maintain your own workflow, working independently to meet deadlines and service level agreements.
• Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed.
• Prepare general paraplanning documentation, illustrations, and suitability reports as required.

Skills Required:

• Proven Paraplanner experience and report writing within financial services.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
• Client-focused approach, with a commitment to excellence and relationship-building.
• Exceptional attention to detail and adherence to compliance and quality standards.
• Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure.
• Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with CURO or similar systems.
• Previous paraplanning or technical administration experience desirable; trainee Paraplanners considered.

Experience with:

• Fund performance and risk analysis
• Cashflow modelling
• Various platforms and providers (preferred but not essential)

Apply Today for This Paraplanner Role:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Additional opportunities within advisor support may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.