Paraplanner – Enderby, Leicestershire | Hybrid | £35,000–£42,000 + Bonus + Benefits
Working pattern: Hybrid — following completion of initial induction and training
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.
This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior financial planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high‑standard team environment.
WHAT YOU WILL BE DOING
* Preparing FCA‑compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
* Working closely with financial planners to gather client information and ensure reports accurately reflect the advice given
* Ensuring all documentation meets the firm's compliance standards before issue
* Assisting the Head of Paraplanning with research and due diligence on third‑party products and services recommended to clients
* Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
* Providing technical support on pension and investment queries to the wider advice team and pension consultants
* Producing cash flow reports for financial planners to support the client planning process and ensure compliance of advice undertaken
* Producing bespoke one‑off reports and comparisons for complex client cases as required
WHAT YOU WILL NEED
* Diploma in Financial Planning (DipPFS or equivalent) — essential
* Experience working as a paraplanner in a regulated financial services environment
* Strong technical knowledge of pension, investment, and protection products and their application in financial planning
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