Hybrid Paraplanner – Research, Reports & Financial Planning

Premier Jobs UK; Leicester Forest East; On-site; GBP 29,000 - 35,000; Full time

Job summary

A local Financial Services firm is seeking a Paraplanner to support its team of Financial Advisors in providing comprehensive financial planning advice. Responsibilities include conducting financial planning research, report writing, and managing cases efficiently. Ideal candidates will have experience in paraplanning and be working towards or have a Level 4 Diploma in Financial Planning. The role offers a salary of up to £35,000, modern office facilities, and potential for flexible working arrangements.

Benefits

Salary of up to £35,000 depending on experience

Modern offices with free secure parking

Full kitchen, dining, and gym facilities

Up to 2 days from home after probation

25 days holiday plus bank holidays

Regular paid team events

Responsibilities

• Provide support to Financial Advisors with financial planning.
• Undertake financial planning research and report writing.
• Manage complex cases and workload within timescales.

Skills

Undertaking paraplanning duties

Creating bespoke suitability reports

Fund performance and risk analysis

Understanding of investment, retirement, and pension products

Organized approach to work

Ability to handle multiple cases

Working independently and within a team

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

A local Financial Services firm is seeking a Paraplanner to support its team of Financial Advisors in providing comprehensive financial planning advice. Responsibilities include conducting financial planning research, report writing, and managing cases efficiently. Ideal candidates will have experience in paraplanning and be working towards or have a Level 4 Diploma in Financial Planning. The role offers a salary of up to £35,000, modern office facilities, and potential for flexible working arrangements.