Paraplanner

Employal; Anstey; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Leicester office access

Technology-led environment

Job summary

Employal is seeking an experienced Paraplanner in a technology-led, hybrid role based in Leicester. You will review financial information, identify policy features and provide technical support across the business.

The role emphasises accuracy, efficiency and collaboration with advisers and providers. The ideal candidate has paraplanning experience, pensions expertise and a proactive, detail-oriented approach, with the ability to handle multiple priorities while delivering high quality work in a

Qualifications

• Previous paraplanning experience
• Level 4 financial planning or paraplanning qualification, or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• Understanding of charges, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and reliable approach with interest in financial technology

Responsibilities

• Review financial information from providers and identify key policy details
• Prepare clear summaries of complex financial information for advisers
• Support transfer and consolidation case reviews
• Liaise with providers and colleagues to resolve technical queries
• Obtain missing information and check accuracy of documentation
• Maintain accurate records across internal systems
• Manage workload to meet deadlines and service standards

Skills

Paraplanning experience

Analytical skills

Attention to detail

Organisational skills

Interest in fintech

Education

Level 4 qualification

Job description

Paraplanner
£40,000 - £45,000 per annum
Full Time, Permanent
Hybrid, Leicester
Are you an experienced Paraplanner looking to bring your technical knowledge into a modern, technology-led business?
My client is an established financial services technology business based in Leicester. After significant growth over the past year, they are looking to appoint an organised and detail-focused Paraplanner to support their technical operations.
This is a fantastic opportunity for someone who enjoys analysing financial information, resolving complex queries and working collaboratively. You will use your paraplanning experience to support accurate, efficient processes within a business combining financial services expertise with technology.

The role
As Paraplanner, you will review financial information, identify important policy details and provide technical support to colleagues across the business.

• Reviewing and analysing information received from financial providers
• Identifying policy features, charges, benefits and potential restrictions
• Highlighting guarantees, safeguarded benefits and other details requiring further investigation
• Preparing clear, accurate summaries of complex financial information
• Liaising with providers and internal colleagues to resolve technical queries
• Obtaining missing information and checking documentation for accuracy and completeness
• Supporting the review of transfer and consolidation cases
• Maintaining accurate records across internal systems
• Managing your workload to meet agreed deadlines and service standards

The candidate
We are looking for someone with previous paraplanning experience, strong technical knowledge and a thorough approach. You will be comfortable interpreting detailed information, managing competing priorities and communicating clearly with others.

• Previous experience in a paraplanning role
• A relevant Level 4 financial planning or paraplanning qualification, or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• An understanding of charges, guarantees, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and consistent follow-through
• A proactive, reliable approach and an interest in financial technology

In return

• £40,000 £45,000 per annum
• Hybrid working with a modern Leicester office
• The opportunity to apply your paraplanning expertise within a technology-led business
• Exposure to digital systems and financial services processes
• The chance to contribute ideas and help improve day-to-day operations