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A leading Independent Financial Adviser firm seeks a Paraplanner based on the outskirts of Leicester. Offering a hybrid role, you will join a friendly team focused on providing tailored financial planning support. Applicants should be personable, articulate, and experienced in the paraplanning field, with a strong understanding of investment and pension products.
Paraplanner
Leicester Outskirts (Our Ref AL1376)
Hybrid role - x2 days working from home (not obligatory), after successful completion of the 6-month probationary period.
Salary GBP30,000 - GBP35,000 dep on exp + excellent benefits
A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join the Paraplanning department within the company. Your main duties will be to provide Paraplanning support to the company s advisers, including provider and product research, analysis, portfolio analysis, and suitability report writing.
This is a friendly, family orientated company, full of hardworking people and they are looking for a like-minded individual. You must have experience of working in a similar role, undertaking similar tasks and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues.
Duties and responsibilities include:
Skills and experience - the ideal candidate will have:
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.