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Paraplanner

Posted: 13/11/25
Recruiter:Ellis James Partners Ltd
Reference:3026158077
Type:Permanent
Salary:£35,000 - £40,000 Annual
Location:Leicestershire
Description: Job Title: Paraplanner
Location: Ashby-de-la-Zouch (Remote)
Salary: (phone number removed)+ DOE

We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team.

You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions.

This is a collaborative role in a well-structured practice that genuinely values development and quality advice.

What You'll Be Doing
  • Research and analyse financial products to meet clients' needs and objectives.
  • Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports.
  • Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process.
  • Produce accurate IHT calculations, client reviews, and investment performance summaries.
  • Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date.
  • Ensure all recommendations are compliant with SJP and FCA standards.
  • Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings.
What You'll Bring
  • Previous paraplanning experience in an IFA or SJP environment.
  • Strong technical knowledge across pensions, investments, IHT, and tax planning.
  • Confident using research tools and cash-flow software.
  • Excellent written and verbal communication skills, with a sharp eye for detail.
  • Organised, proactive, and able to manage your own workload effectively.
  • A positive, team-focused attitude and genuine enthusiasm for helping clients.
Why Join?
  • Work closely with experienced advisers in a respected, client-first SJP Partner Practice.
  • Be part of a team that values quality advice, professional growth, and long-term relationships.
  • Remote Options
  • Salary package (£35,000-£40,000+ depending on experience).
  • Support for ongoing exams, training, and professional development.
If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.

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