Paraplanner

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

Job summary

A leading financial consultancy in Leicester is seeking an experienced Paraplanner to provide technical support in researching and recommending financial solutions. The ideal candidate will have at least two years of experience in report writing, excellent knowledge of financial planning areas, and strong communication skills. This role offers a competitive salary, 25 days holiday, and training towards industry certifications.

Benefits

25 days holiday plus bank holidays

Company pension scheme

Training and support towards certifications

Qualifications

• 2+ years of experience as a paraplanner, specifically in report writing.
• Excellent knowledge of financial planning areas including taxation, pensions, and investments.
• Ability to work independently whilst managing workload and prioritizing tasks.

Responsibilities

• Research and analyze products for clients, compiling suitability reports.
• Review and recommend financial products, ensuring they fit client needs.
• Support financial advisers with compliance documentation.

Skills

Report writing

Problem solving

Communication skills

Interpersonal skills

Attention to detail

MS Office proficiency

Education

Level 4 Diploma in Financial Services

Tools

Excel

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 clients risk attitude and in line with investment ethos

Reviewing both new contracts and alterations in product providers 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.

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.

TPBN1_UKTJ