Paraplanner

Employal; Leicester; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Leicester office

Technology-led environment

Job summary

Employal in Leicester is seeking an experienced Paraplanner to join a technology-led financial services business. You will analyse financial information, identify policy details and provide technical support to colleagues across the company.

The role requires previous paraplanning experience and a Level 4 financial planning qualification, with hybrid working and a salary of £40,000–£45,000 per year. You will contribute to accurate processes and support transfer and consolidation cases.

Qualifications

• Previous paraplanning experience
• Level 4 financial planning or paraplanning qualification or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• Understanding of charges, guarantees, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and consistent follow-through
• Proactive, reliable approach and an interest in financial technology

Responsibilities

• Reviewing and analysing information received from financial providers
• Identifying policy features, charges, benefits and potential restrictions
• Highlighting guarantees, safeguarded benefits and other details requiring further investigation
• Preparing clear, accurate summaries of complex financial information
• Liaising with providers and internal colleagues to resolve technical queries
• Obtaining missing information and checking documentation for accuracy and completeness
• Supporting the review of transfer and consolidation cases
• Maintaining accurate records across internal systems
• Managing workload to meet deadlines and service standards

Skills

Paraplanning

Technical knowledge

Analytical skills

Attention to detail

Organisational skills

Education

Level 4 financial planning

Job description

Paraplanner
£40,000 - £45,000 per annum
Full Time, Permanent
Hybrid, Leicester
Are you an experienced Paraplanner looking to bring your technical knowledge into a modern, technology-led business?
My client is an established financial services technology business based in Leicester. After significant growth over the past year, they are looking to appoint an organised and detail-focused Paraplanner to support their technical operations.
This is a fantastic opportunity for someone who enjoys analysing financial information, resolving complex queries and working collaboratively. You will use your paraplanning experience to support accurate, efficient processes within a business combining financial services expertise with technology.

The role
As Paraplanner, you will review financial information, identify important policy details and provide technical support to colleagues across the business.

• Reviewing and analysing information received from financial providers
• Identifying policy features, charges, benefits and potential restrictions
• Highlighting guarantees, safeguarded benefits and other details requiring further investigation
• Preparing clear, accurate summaries of complex financial information
• Liaising with providers and internal colleagues to resolve technical queries
• Obtaining missing information and checking documentation for accuracy and completeness
• Supporting the review of transfer and consolidation cases
• Maintaining accurate records across internal systems
• Managing your workload to meet agreed deadlines and service standards

The candidate
We are looking for someone with previous paraplanning experience, strong technical knowledge and a thorough approach. You will be comfortable interpreting detailed information, managing competing priorities and communicating clearly with others.

• Previous experience in a paraplanning role
• A relevant Level 4 financial planning or paraplanning qualification, or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• An understanding of charges, guarantees, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and consistent follow-through
• A proactive, reliable approach and an interest in financial technology

In return

• £40,000 £45,000 per annum
• Hybrid working with a modern Leicester office
• The opportunity to apply your paraplanning expertise within a technology-led business
• Exposure to digital systems and financial services processes
• The chance to contribute ideas and help improve day-to-day operations