Paraplanner

Jobs4; East Midlands; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Free on-site parking

Modern offices with facilities

Up to 2 days from home after probation

25 days holiday plus bank holidays

37.5 hours per week

Team events

Job summary

Jobs4 in South Leicester is seeking a Paraplanner to support a team of Financial Advisors delivering financial planning advice. You will conduct research, analysis and report writing for complex cases, managing them from start to finish.

Experience with paraplanning duties such as bespoke suitability reports, fund performance and risk analysis is valued. Applicants may be Trainee Paraplanners, with Level 4 Diploma in Financial Planning or working towards it.

Qualifications

• Experience or trainee paraplanners welcome to apply.
• Duties include bespoke suitability reports, fund performance and risk analysis.
• Solid understanding of investment, retirement and pension products.
• Level 4 Diploma in Financial Planning or working towards it.
• Organised and able to manage multiple cases simultaneously.
• Able to work independently and within a team.

Responsibilities

• Provide paraplanning support to Financial Advisors.
• Undertake full financial planning research, analysis and report writing.
• Manage cases from start to finish and keep to timescales.
• Cash flow modelling experience is beneficial.

Skills

Paraplanning duties

Financial report writing

Investment knowledge

Workload management

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

Cash flow modelling

Job description

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. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales.

The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

Paraplanner Requirements

• This role is open to experienced or Trainee Paraplanners
• You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis
• You should have good understanding of investment, retirement and pension products in relation to financial planning
• You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent
• You should have an organised approach to your work and be able to handle multiple cases simultaneously
• You should be confident working independently and within a team

Paraplanner Benefits

• Salary of up to £40,000 depending on experience
• Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
• Up to 2 days from home, after completion of probation
• 25 days holiday plus bank holidays
• 37.5 hours per week, Monday to Friday
• Working within a business that is passionate about helping their clients
• Regular paid team events through the year to get involved in

Locations

South Leicester