Paraplanner

Job Type

Permanent
Closing Date

16/06/2026
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

Role \| Paraplanner

Location \| National

Job Type \| Permanent

Salary \| Dependent on experience

National: £38,154\+

London: £44,502\+
As a valued member of our team, your focus as a Paraplanner is to deliver exceptional service to our clients. You enjoy helping individuals understand their financial planning recommendations and take pride in the accuracy of your work, knowing it makes a real difference.

This role offers you genuine autonomy to excel with plenty of space to take ownership. Our culture is built around trust and reward, empowering you to make impactful contributions. We’re committed to building meaningful, one‑to‑one client interactions, and your insight will play a key role in strengthening those relationships.

As our next Paraplanner, you’ll be producing financial reports for the full range of products recommended by our Advisers. You will also conduct quality checks on your own reports and those of your colleagues to mitigate business risk, ensuring we meet all regulatory requirements. With us, you will have the opportunity to participate in continuous improvement activities to proactively manage the client experience. Your expertise will help to set up our Financial Advisers for successful client conversations.

Your day\-to\-day activities will include:

• Ensuring that financial advice and reports satisfy internal and external regulatory requirements


• Responding to incoming enquiries, requests and instructions from internal/external clients


• Effective administration and carrying out regular designated procedures accurately and promptly


• Ensuring validation and correct input of information onto relevant systems

Skills and experience required:

• Level 4 Diploma in financial planning


• Paraplanning experience : able to research and analyse client circumstances, build compliant financial plans, and draft clear, client‑ready suitability reports.


• Technical proficiency across pensions, investments, protection and taxation principles, with the ability to apply them to complex client scenarios.


• Regulatory awareness : confident working to FCA rules and company procedures; meticulous file‑checking and record‑keeping.


• Collaboration \& communication : able to partner with advisers and administrators, challenge constructively, and translate technical detail into plain English for clients.


• Quality \& ownership : track record of delivering accurate work to deadlines, prioritising effectively, and improving templates/processes.

It is a role requirement to pass any professional qualifications relevant to the role that may be introduced by future legislation.

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

• Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.


• Health \& Wellbeing: Company\-paid Private Medical Insurance, Life Insurance, and Health Screening.


• Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.


• Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.


• Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)


• Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job\-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo\-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

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