Paraplanner

Premier Jobs UK; Leicester Forest East; On-site; GBP 29,000 - 35,000; Full time

Job summary

A local Financial Services firm is seeking a Paraplanner to support its team of Financial Advisors in providing comprehensive financial planning advice. Responsibilities include conducting financial planning research, report writing, and managing cases efficiently. Ideal candidates will have experience in paraplanning and be working towards or have a Level 4 Diploma in Financial Planning. The role offers a salary of up to £35,000, modern office facilities, and potential for flexible working arrangements.

Benefits

Salary of up to £35,000 depending on experience

Modern offices with free secure parking

Full kitchen, dining, and gym facilities

Up to 2 days from home after probation

25 days holiday plus bank holidays

Regular paid team events

Responsibilities

• Provide support to Financial Advisors with financial planning.
• Undertake financial planning research and report writing.
• Manage complex cases and workload within timescales.

Skills

Undertaking paraplanning duties

Creating bespoke suitability reports

Fund performance and risk analysis

Understanding of investment, retirement, and pension products

Organized approach to work

Ability to handle multiple cases

Working independently and within a team

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.

The 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 £35,000 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

Locations

South Leicester