# Paraplanner at Lloyds Banking Group

Lloyds Banking Group is hiring a Paraplanner in Leeds, United Kingdom. It pays £37k-£41k a year and Level rates it Little AI ●○○○; you can [apply on Lloyds Banking Group](https://jobsbylevel.com/go/deba20b5-2c94-4c1e-8d01-438672890473?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Leeds.

## Details

- Company: [Lloyds Banking Group](https://jobsbylevel.com/companies/lloyds-banking-group)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Leeds
- Salary: £37k-£41k
- Posted: November 13, 2026
- Apply: https://jobsbylevel.com/go/deba20b5-2c94-4c1e-8d01-438672890473?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=paraplanner-at-lloyds-banking-group-a9ce88

## Description

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 . 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/paraplanner-at-lloyds-banking-group-a9ce88

Source: https://jobsbylevel.com/jobs/paraplanner-at-lloyds-banking-group-a9ce88

## Cite this page

Level. https://jobsbylevel.com/jobs/paraplanner-at-lloyds-banking-group-a9ce88.

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