Paraplanner
Job in
Blaby, Leicester, Leicestershire, LE1, England, UK
Listed on 2026-09-13
Listing for:
GCB AGENCY RECRUITMENT
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Compliance
Job Description & How to Apply Below
| Paraplanner | Independent Financial Advisers | Up to £41,200 | Hybrid Working |
Experienced in Paraplanning with strong technical knowledge across pensions, investments and retirement planning?We're recruiting for a Paraplanner to join our clients, an independent Financial Advisers firm based in Leicestershire.
This is an excellent opportunity for someone with previous Paraplanning experience and strong technical expertise, looking to join a professional business offering hybrid working, a bonus scheme and ongoing professional development.
The RoleAs a Paraplanner, you will:
- Conduct provider and product research, fund performance and risk analysis, and cash flow modelling
- Prepare bespoke, compliant suitability reports tailored to individual client needs
- Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions
- Support senior staff and advisers with technical analysis and evidence-based recommendations
- Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies
- Maintain your own workflow, working independently to meet 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 during absences when needed
- Previous experience in Paraplanning
- Strong technical knowledge of pensions, investments and retirement planning
- Experience with in fund performance, risk analysis, and cash flow modelling
- Basic salary up to £41,200
- Bonus scheme
- Hybrid working – after successful probation period
- 10% non-contributory pension
- Life Assurance
- 25 days plus Bank Holidays
- Professional development opportunities
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×