Paraplanner

GCB AGENCY RECRUITMENT; Blaby; On-site; GBP 37,000 - 45,000; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Pension 10%

Life Assurance

25 days + Bank Holidays

Professional development

Job summary

Independent Financial Advisers is recruiting a Paraplanner to join our team in Leicestershire. Hybrid working available after probation, with a competitive salary and a pension scheme.

You will conduct provider and product research, perform cash flow modelling and prepare compliant suitability reports, supporting advisers across pensions, investments and retirement planning. Applicants should have Paraplanning experience and strong technical knowledge; the role offers professional development

Qualifications

• Previous Paraplanning experience.
• Strong technical knowledge of pensions, investments and retirement planning.
• Experience with fund performance, risk analysis, and cash flow modelling.

Responsibilities

• Conduct provider and product research, fund performance and risk analysis, and cash flow modelling.
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions.
• Support senior staff and advisers with technical analysis and evidence-based recommendations.
• Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
• Maintain your own workflow, working independently to meet deadlines and service level agreements.
• Communicate effectively with clients and colleagues via phone, email, and written correspondence.
• Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed.

Skills

Paraplanning

Pensions knowledge

Investments

Cash flow modelling

Technical analysis

Job description

| Paraplanner | Independent Financial Advisers | Up to £41,200 | Hybrid Working |

Experienced in Paraplanning with strong technical knowledge across pensions, investments and retirement planning?

We're recruiting for a Paraplanner to join our clients, an independent Financial Advisers firm based in Leicestershire.

This is an excellent opportunity for someone with previous Paraplanning experience and strong technical expertise, looking to join a professional business offering hybrid working, a bonus scheme and ongoing professional development.

The Role

As a Paraplanner, you will:

• Conduct provider and product research, fund performance and risk analysis, and cash flow modelling
• Prepare bespoke, compliant suitability reports tailored to individual client needs
• Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions
• Support senior staff and advisers with technical analysis and evidence-based recommendations
• Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies
• Maintain your own workflow, working independently to meet deadlines and service level agreements
• Communicate effectively with clients and colleagues via phone, email, and written correspondence
• Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed

Paraplanner requirements:

• Previous experience in Paraplanning
• Strong technical knowledge of pensions, investments and retirement planning
• Experience within fund performance, risk analysis, and cash flow modelling

What's on Offer?

• Basic salary up to £41,200
• Bonus scheme
• Hybrid working – after successful probation period
• 10% non-contributory pension
• Life Assurance
• 25 days plus Bank Holidays
• Professional development opportunities