Paraplanner
Senior ParaplannerLeicester | Hybrid Working | Up to £55,000 + Bonus Are you an experienced Paraplanner looking for a role where your technical expertise is genuinely valued?
We’re working with a highly respected and growing financial planning firm in Leicester that is looking to appoint a Senior Paraplanner to join their collaborative and ambitious team.
This is an excellent opportunity for a career-driven paraplanner who wants more than just report writing, you’ll play a key role in supporting advisers, contributing to client strategy, mentoring junior team members, and helping shape the future of the paraplanning function.
Salary & Benefits • Salary up to £55,000 DOE
- Annual bonus
- 30 days holiday + bank holidays
- Hybrid working — 2/3 days per week in the office
- On site free parking
- Flexible working environment
- Clear progression opportunities
- Support towards further qualifications
- Friendly and supportive team culture
- High-quality HNW client work
- Modern systems and strong administrative support
- Pensions and retirement planning
- Investments and portfolio analysis
- Protection planning
- Tax planning
- Estate and inheritance planning
- Writing detailed suitability reports
- Conducting technical research
- Preparing recommendations and cashflow analysis
- Supporting advisers with complex cases
- Liaising with providers and clients where required
- Mentoring junior paraplanners where appropriate
- Previous experience as a Paraplanner within financial services
- Strong technical knowledge across pensions and investments
- Excellent report writing skills
- Level 4 Diploma qualified
If you’re looking for a Senior Paraplanner role with flexibility, progression, and a genuinely supportive culture, we’d love to hear from you.
Apply today for a confidential discussion.
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