Paraplanner

Premier Jobs UK; Leicester Forest East; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

On-site offices with modern facilities

Hybrid work after probation

25 days holiday + bank holidays

Gym facilities on site

Secure parking on site

Regular team events

Job summary

Premier Jobs UK seeks a Paraplanner in South Leicester to support Financial Advisors with research, analysis and bespoke suitability reports. You will manage complex cases from start to finish, coordinating workload to meet timescales. Cash flow modelling experience is a plus in a growing practice.

The role offers on-site offices with modern facilities and the potential for a few home days after probation, plus a supportive team environment.

Qualifications

• Experience undertaking paraplanning duties, including creating bespoke suitability reports.
• Experience analysing fund performance and risk as part of financial planning.
• Ability to manage multiple cases and meet deadlines.
• Confident working independently and as part of a team.

Responsibilities

• Provide paraplanning support to a team of Financial Advisors.
• Undertake full financial planning research, analysis and report writing.
• Manage complex cases from start to finish and meet agreed timescales.
• Assist with cash flow modelling where experience exists.

Skills

Paraplanning duties

Suitability reports

Fund performance analysis

Risk analysis

Organisation

Independent & teamwork

Education

Level 4 Diploma in Financial Planning or equivalent

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.

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

Location

South Leicester