Paraplanner

Job Title: Paraplanner

Location: Leicestershire (Hybrid)

Salary: £35,000 – £43,000

Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment?

We’re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry – and they’re growing.

Following a period of growth, they’re looking to add an experienced Paraplanner to their team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.

What you’ll be doing:

• Writing detailed, tailored suitability reports
• Conducting cash flow forecasting and financial analysis
• Researching providers, products, and solutions
• Collaborating with advisers and supporting clients with clarity and care
• Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings

Why join them?

• A generous benefits package including early finish Fridays, 28 days holiday + bank holidays, 4x death-in-service, income protection and 5% pension contributions
• A hybrid and flexible setup that supports work-life balance
• A culture that values collaboration, professional respect, and individuality
• Champions of progression and exam support

What we’re looking for:

• Paraplanning experience within a Financial Planning firm
• Level 4 Diploma qualified
• Confident communicator, written and verbal, with a client-focused mindset
• Strong technical knowledge of pensions, investments, and FCA regulations

If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact – we’d love to hear from you.

INDACWEA

Pay: £35,000.00-£43,000.00 per year

Benefits:

• Company pension
• Employee discount
• Financial planning services
• Flexitime
• Life insurance
• On-site parking
• Work from home

Work Location: Hybrid remote in Leicester (Leicestershire)

View the original Indeed job posting for the Paraplanner at Capio Recruitment in Leicester.