Paraplanner - Leicester, East Midlands

Ref: 1448Thursday 28 March 2024

£35,000 - £45,000

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A Chartered IFA firm that is dedicated to providing the very best financial advice to their client is looking to hire a Paraplanner. You will be supporting a team of 5 Financial Advisers working with Senior Paraplanners and support staff to deliver an exceptional service.

You will be joining a supportive environment and the salary range for a Paraplanner is up to £45,000

They believe that exceptional financial planning can only be achieved by combining technical expertise with a deep understanding of each clients' unique needs and aspirations. They focus on your current financial situation, your future goals, and your attitude towards investment risk to create tailored solutions that align with your financial objectives.


As a Paraplanner you will play a pivotal role in our mission to deliver exceptional financial planning services. You will work closely with our team of qualified advisers to create comprehensive financial plans that meet our clients' needs. Your responsibilities will include:

  • Conducting in-depth research to support the advisers in creating tailored financial solutions.
  • Preparing detailed financial reports, including cash flow analysis, asset allocation, and investment recommendations.
  • Collaborating with our advisers to ensure that client plans align with their financial goals and risk tolerance.
  • Assisting in the preparation and maintenance of client files and documentation.
  • Staying up-to-date with industry regulations and best practices to ensure our advice remains current and compliant.


To Be considered:

  • Diploma or working towards CII qualifications
  • Strong analytical and research skills.
  • Excellent written and verbal communication.
  • Attention to detail and a commitment to delivering high-quality work.
  • A deep understanding of financial planning and investment products.
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