Paraplanner

Location: Leicester (hybrid working after probation)
Salary: £35,000 – £41,000

The Opportunity

An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases, carrying out research, analysis, and report writing while supporting advisers in developing suitable financial planning recommendations.

Key Responsibilities

• Conduct provider and product research, including fund performance reviews, risk analysis, and cashflow modelling using industry-standard tools.
• Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
• Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
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