Paraplanner

Location: Warwickshire

Leading Chartered Independent Financial Planning Firm We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office. This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development.

The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions. Key responsibilities will include:
Conducting detailed research across pensions, investments, protection, and retirement planning solutions Producing clear, accurate, and client-friendly suitability reports Assisting with complex technical case work and planning strategies Ensuring client files are complete, accurate, and fully compliant Supporting the end-to-end new business process, liaising with providers and internal teams Keeping up to date with regulatory changes and technical developments You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios.

What We’re Looking For At least 1 year’s experience in a Paraplanning or similar technical support role Strong technical knowledge across pensions, investments, tax, and retirement planning High attention to detail with excellent report writing and analytical skills Well-organised, proactive, and confident using financial planning software and IT systems What’s On Offer The opportunity to build a long-term career with a Chartered Financial Planning firm Full study support towards further professional qualifications Clear progression opportunities, whether technical or advisory-focused A supportive, professional, and collaborative working environment Exposure to high-quality advice and complex planning cases If you’re an ambitious Paraplanner who enjoys the technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we’d love to hear from you.