Paraplanner

Stafforce Recruitment; Leicester Forest East; On-site; GBP 31,000 - 38,000; Full time

Job summary

A recruitment agency is currently seeking a Paraplanner for a full-time, permanent role in Leicester. This position involves providing paraplanning support, conducting product research, and preparing suitability reports. The ideal candidate will have a strong background in financial services, especially in pensions and investments, and hold a Level 4 Diploma in Regulated Financial Planning or be working towards it. The role offers 25 days annual leave and other benefits, including on-site parking.

Benefits

25 days annual leave plus statutory bank holidays

Free on-site parking

Qualifications

• Proven experience in paraplanning and report writing within financial services.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.

Responsibilities

• Provide comprehensive paraplanning support to advisers.
• Conduct product research, fund performance, and risk analysis.
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Manage complex cases from inception to completion.

Skills

Paraplanning experience

Report writing

Technical knowledge of pensions

Cashflow modelling

Fund performance analysis

Microsoft Word proficiency

Microsoft Excel proficiency

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Outlook

Microsoft Teams

Curo or similar systems

Job description

Job Summary

We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester.

Salary: £37,500 per annum

Working: Monday to Friday

25 days annual leave plus statutory bank holidays

Free on site parking

About the role

The Paraplanner will provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing.

• Product research, fund performance and risk analysis, and cashflow modelling.
• Prepare bespoke, compliant suitability reports tailored to individual client needs.
• Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions.
• Support senior staff and advisers with technical analysis and recommendations.
• Manage complex cases from inception to completion
• Resolving technical queries and providing suitable remedies.
• Maintain your own workflow, working independently to meet deadlines.
• Collaborate with team members to ensure consistent service delivery.

About you

• Proven experience in paraplanning and report writing within financial services.
• Strong technical knowledge of pensions, investments, and retirement planning.
• Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
• Experience with: Fund performance and risk analysis
• Cashflow modelling
• Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.

If you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply! For more information, please call Rebecca on (phone number removed).

About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies.