Job Description
Leading Chartered Independent Financial Planning Firm
We're working with a respected national firm of Chartered Financial Planners who are looking for an experienced Paraplanner to join their Leicester office.
In this role, you'll support Advisers with research, suitability reports, and technical case work across pensions, investments, and protection. You'll ensure client files are accurate, new business is processed smoothly, and compliance standards are maintained.
This is a great opportunity for someone who enjoys the technical side of financial planning and wants to progress further, with full support towards qualifications and long-term career development.
What we're looking for- 1+ years experience in a Paraplanning or similar role
- Diploma qualified or working towards
- Strong technical knowledge (pensions, investments, tax, retirement planning)
- Excellent report writing, organisational and IT skills
- Career progression with a Chartered firm
- Full study support towards further exams
- Collaborative and professional working environment
If you're an ambitious Paraplanner looking to take the next step, we'd love to hear from you.
