Paraplanner

End Date

Saturday 28 November 2026

Salary Range

£37,042 - £41,457

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share, Reduced Hours

Job Description Summary

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Job Description

Location | Home based
Type | Permanent
Salary | £37,000 - £50,000 (depending on experience)

 

An excellent opportunity to join Lloyds Wealth as a home-based Paraplanner, helping turn complex financial information into clear, holistic and compliant recommendations that make a meaningful difference to our clients.

 

At Lloyds Wealth, you’ll work remotely as part of a supportive and collaborative team, helping our advisers deliver high-quality financial planning. You’ll combine technical expertise, sound judgement and attention to detail to produce recommendations that clients can understand and act upon with confidence.

 

The role

 

As a Paraplanner, you’ll create clear, accurate and personalised financial planning reports for new and existing clients across the full range of products and advice areas offered by our Advisers.

 

You’ll assess client information, undertake research and translate proposed advice into well-structured recommendations. Every report must meet Lloyds Wealth’s internal standards, external regulatory requirements and the individual needs of the client.

 

You’ll take responsibility for the quality of your work, checking reports for accuracy and, where required, providing peer quality checks for colleagues. You’ll also ensure client and advice information is correctly recorded across our systems, responding promptly to enquiries, requests and instructions from both internal and external clients.

 

This is a varied, home-based role in which you’ll contribute to projects, support colleagues remotely and identify opportunities to improve processes, productivity and the overall client experience.

 

Why join us?

• Home-based working. You’ll have the flexibility to work from home while remaining closely connected to advisers, fellow paraplanners and the wider business.
• Make a meaningful contribution. Your work will directly support advisers in delivering clear, holistic and client-led financial planning.
• Develop your technical expertise. You’ll work across a broad range of products, client needs and financial planning scenarios.
• Career development. We’ll support your ongoing professional development and any relevant qualifications required for the role.
• Collaborative environment. You’ll be part of a high-performing team where advisers, paraplanners and support colleagues work together to deliver excellent outcomes.
• Exceptional benefits. These include 30 days’ holiday, private medical cover, life insurance and a matched pension of up to 21%

 

What you’ll bring

• Level 4 Diploma qualified (Chartered / Level 6 welcome but not essential)
• Experience producing clear, accurate and compliant financial planning reports
• Strong technical knowledge and understanding of regulatory requirements
• Excellent written communication and attention to detail
• The ability to manage priorities independently in a busy environment
• A proactive, collaborative approach to client service and continuous improvement

 

This is a place for you:

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

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At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.