Job Title: Paraplanner

Industry: Financial Services

Location: Leicester

Salary: Up to £43,000

Job Reference: 10370

Recruit UK are working with an esteemed financial planning firm in Leicester. Due to growth, they have an exciting opportunity for a Paraplanner to join their team.

In this role, you will provide comprehensive paraplanning support to the advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.

Key Responsibilities:

• Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
• Support senior staff and advisers with technical analysis and evidence-based recommendations.
• Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
• Maintain your own workflow, working independently to meet deadlines and service level agreements

What’s in it for you:

• Salary up to £43,000
• 10% non-contributory pension scheme (personal contributions can be made via salary sacrifice)
• 33 days annual leave inc Bank Hols (increasing to 34 @ 5 years and 35 @ 10 years),
• Life assurance 4 x salary
• Hybrid working
• Onsite parking
• Free refreshments

Skills and experience required:

• Level 4 Diploma
• Fund performance and risk analysis
• Cashflow modelling

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Paraplanner role in Leicester.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.