Paraplanner

Premier Jobs UK Limited; Birstall; On-site; GBP 32,000 - 42,000; Full time

Job summary

Premier Jobs UK Limited is recruiting a Paraplanner in the South Leicester area to support a team of Financial Advisors providing financial planning services. The role focuses on full financial planning research, analysis and report writing, enabling advisers to deliver compliant recommendations to clients.

You will undertake research, prepare detailed suitability reports, and keep documentation up to date within a busy advisory practice.

Qualifications

• Experience in financial planning processes and client research.
• Ability to prepare clear, compliant adviser reports.
• Attention to detail and accuracy in complex financial calculations.

Responsibilities

• Conduct research for financial plans and write client reports.
• Compile and review financial data to support advisers.
• Maintain up-to-date documentation in the advisory files.

Skills

Paraplanning

Financial analysis

Report writing

Research

Education

Level 4 Diploma

Tools

Financial planning software

Job description

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.

In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors.