Paraplanner

PARAPLANNER – £35,000 - £41,200 – Leicester - Hybrid Working, Excellent Benefits Package

The Job

We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.

This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice.

Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes.

Key Responsibilities Include:

Conducting provider and product research, fund performance analysis and cashflow modelling.
Preparing bespoke and compliant suitability reports tailored to client needs.
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