Paraplanner – Award-Winning Chartered Firm in Leicester

Job description

Company Description:

Rowley Turton is an award-winning Chartered Financial Planning firm based in Leicester, recognised for excellence across multiple industry awards. As an independent firm, we provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. We offer a supportive, family-friendly culture with some flexibility around hybrid working.

Role Description:

This is a full-time Paraplanner role based in Leicester (with hybrid flexibility), offered with a competitive salary of £35,000 – £45,000 depending on experience.

Although the role is listed as Hybrid on LinkedIn, it is primarily an office-based position, with flexibility for occasional home working when needed.

In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support. Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.

Qualifications:

• Strong knowledge of financial planning and investments
• Excellent analytical and report-writing skills
• Clear verbal and written communication
• Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage
• Ability to work independently and collaboratively
• Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable

Benefits

• Salary: £35,000 – £45,000 depending on experience
• Death in Service (2 × salary)
• Non-contributory pension (7% employer contribution)
• Paid CII membership
• Flexible/hybrid working
• 33 days holiday (21 flexible days + 12 office closure/bank holidays)
• Family-friendly working culture

Extra information

Status

Open

Education Level

Secondary School

Location

Leicester

Type of Contract

Part-time jobs

Published at

28-11-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English