Paraplanner

Resource Matters Ltd; Birstall; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Life assurance 4x salary

Pension with 5% employer contribution

24 days holiday (+ banks)

Health Cash Plan

Free parking

Hybrid working after training

Job summary

Resource Matters Ltd, a Leicester-based wealth management firm that has grown to manage over £1bn in client assets, is seeking a Paraplanner. They prize progression and have won awards for an excellent workplace.

The role covers preparing FCA-compliant suitability reports, supporting Financial Planners, researching third-party products, benchmarking SSAS/SIPP costs, and delivering cash flow analyses and bespoke client reports.

Qualifications

• Preparation of FCA-compliant suitability reports for a variety of clients.
• Collaboration with Financial Planners to obtain relevant information.
• Research and due diligence on third party products/services.
• Annual cost benchmarking of SSAS and SIPP products.

Responsibilities

• Prepare FCA-compliant suitability reports for clients.
• Work with Financial Planners to gather required information.
• Assist Head of Paraplanning with research and due diligence.
• Assist in annual cost benchmarking of SSAS/SIPP products.
• Provide technical support to pension teams and consultants.
• Produce cash flow reports for Financial Planners to aid client experience and compliance.
• Create bespoke client-case reports when needed.

Skills

Paraplanning experience

Financial planning support

Education

Level 4 CII Diploma in Financial Planning

A level standard

Job description

Our client

A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work

The Role will include

• Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication.
• Work closely with Financial Planners and the wider teams to obtain all relevant information.
• To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients.
• To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors
• To work closely with other members of the Paraplanning Team
• To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team
• To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken.
• To produce one off comparisons and reports for bespoke client cases where necessary

The Candidate Essentials

• part or full Level 4 CII Diploma in Financial Planning (or experience).
• Educated to A level standard (or equivalent) as a minimum.
• A minimum of 1 years' experience in a financial services Para Planning role

The Rewards

4 x salary life assurance

Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.

24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays

Health Cash Plan Scheme

Free parking

Hybrid working scheme - Following completion of initial training and induction