Paraplanner
Leicester | Office-based (1 day per week from home)
Salary up to £42,000 + Excellent Benefits
An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office.
This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement.
The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday.
The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base.
The Role
You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs.
Your responsibilities will include:
• Writing detailed and compliant suitability reports across a range of financial planning areas
• Conducting technical research and product analysis to support adviser recommendations
• Preparing client review documentation and financial planning reports
• Supporting advisers with case preparation and recommendation structuring
• Ensuring all documentation meets regulatory and compliance standards
• Liaising with advisers, administrators and providers to progress client cases
• Maintaining accurate client records and documentation
• Assisting with pipeline management and case tracking
• Supporting advisers in delivering a smooth and efficient client journey
Candidate Profile
We are keen to speak with individuals who have strong technical paraplanning experience, particularly those who take pride in producing clear, well-structured and accurate client reports.
Key requirements include:
• Previous experience working as a Paraplanner within Wealth Management or Financial Planning
• Strong suitability report writing experience across a range of advice areas
• Good technical knowledge of investments, pensions and protection
• Excellent written communication and attention to detail
• Strong research and analytical skills
• Ability to work collaboratively with advisers and support teams
• Level 4 Diploma in Financial Planning is beneficial but not essential
Package
• Salary up to £42,000
• 1 day per week working from home
• Early 3pm finish every Friday
• 25 days annual leave
• Company pension scheme
• Additional flexible benefits
This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.
Sector:
- Financial Services
- Financial Planning
