Paraplanner

North Oak Recruitment; England; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading recruitment firm in Leicester is seeking an experienced Paraplanner for a full-time role. The ideal candidate will provide technical support, conduct research, and prepare recommendations for financial consultants within a prestigious firm. Candidates with over 2 years of report writing experience and a Level 4 Diploma are encouraged to apply. The position offers competitive salary and benefits including 25 days of holiday plus bank holidays.

Benefits

25 days holiday plus bank holidays

Company pension scheme

Training and support towards certifications

Qualifications

• Experienced paraplanner with 2+ years in report writing.
• Excellent knowledge of trusts, personal taxation, and pension legislation.
• Ability to work independently with strong organizational skills.

Responsibilities

• Research and analyse products for new clients.
• Compile suitability reports for financial advisors.
• Review investment funds and maintain organized records.
• Provide support to financial advisers for compliance documentation.

Skills

Report writing

Problem-solving

Excellent written communication

Attention to detail

Interpersonal skills

MS Office proficiency

Education

Level 4 Diploma

Tools

Excel

Financial planning applications

Job description

PARAPLANNER - full or part time considered

LEICESTER (Our Ref AL1389)

SALARY to c£42,000 dep on exp + benefits

PARAPLANNER ROLE SUMMARY

The role involves working closely with a team of financial planning consultants, with support provided a team of administrators. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. This is an excellent career development opportunity for an experienced paraplanner to work with large and complex financial solutions in a prestigious firm.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Research and analyse products and providers for new clients, compiling suitability reports
• Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs
• Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client s risk attitude and in line with investment ethos
• Reviewing both new contracts and alterations in product provider s terms. Make product recommendations to Financial Advisors
• Ensuring that all research material is on file and that records are organised
• Maintaining procedures for the back office
• Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
• Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.

SALARY & BENEFITS

• Salary dependent on skills and experience
• 25 days holiday plus bank holidays
• Company pension scheme
• Training and support towards industry recognised certifications

THE IDEAL PERSON

• Experienced paraplanner - ideally with 2 years + in the role of actual report writing
• Able to problem solve and formulate solutions
• Level 4 Diploma or working towards this
• Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
• Attention to detail, with excellent written and verbal communication skills
• Polite and discreet when dealing with Financial Advisers and clients.
• Strong interpersonal skills, in dealing with both Financial Advisers, clients and colleagues, with the aptitude to quickly build rapport
• Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific applications
• Ability to work on own initiative with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.

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