Paraplanner

Paraplanner

Location: Loughborough Hybrid & Flexible

Salary:

Contract: Permanent Full-Time

Overview

An established forward-thinking financial planning firm is seeking an experienced Paraplanner to join its growing team. The business specialises in delivering holistic values-led advice to high-net-worth individuals and families often working alongside external professional partners such as solicitors and accountants to deliver joined-up financial solutions.

This is a technically engaging role offering genuine variety professional development and the opportunity to make a meaningful impact on client outcomes.

The Role

You will work closely with Financial Planners to research analyse and produce high-quality compliant financial planning recommendations. The position offers a broad technical remit exposure to complex cases and the opportunity to contribute to the continuous improvement of planning processes.

You will be responsible for producing detailed reports building accurate cashflow models and engaging directly with clients to gather and clarify information when required.

Key Responsibilities

• Analyse complex client circumstances and produce clear compliant financial planning recommendations.

• Conduct in-depth research across pensions investments protection and estate planning.

• Build and maintain cashflow models and suitability reports using modern planning technology.

• Maintain strong technical knowledge through ongoing professional development.

• Collaborate with Financial Planners Administrators and external professional contacts to deliver high-quality client outcomes.

Required Experience & Skills

• Diploma Level 4 in Financial Planning (or equivalent).

• Proven experience in a paraplanning role within a regulated advice environment.

• Strong analytical organisational and written communication skills.

• Ability to work independently while contributing positively within a team environment.

• A proactive detail-focused approach with a passion for technical financial planning.

Whats On Offer

This role offers an excellent balance of technical challenge flexibility and long-term career development within a supportive and collaborative culture.

Benefits include:

• Hybrid and flexible working arrangements.

• Generous annual leave (increasing with service) with the option to buy or sell additional days.

• Employer pension contributions life assurance and income protection.

• Structured development plan including funded training qualifications and ongoing professional support.

• A friendly professional and collaborative working environment.

Career Progression

Clear progression opportunities are available whether your ambition is to move into senior paraplanning financial planning investment-focused roles or leadership positions. The business actively supports long-term career growth and internal development.