Paraplanner

Premier Jobs UK; Whetstone; On-site; GBP 24,000 - 40,000; Full time

Benefits offered by this job

Free on-site parking

Gym facilities

2 days from home after probation

25 days holiday plus bank holidays

On-site kitchen

Job summary

Premier Jobs UK is recruiting for a Paraplanner to support a team of Financial Advisors in delivering comprehensive financial planning services. You will conduct research, analysis and bespoke report writing, handling complex cases from start to finish.

The role offers a varied workload, with opportunities to develop in cash flow modelling and investment/product knowledge, within a supportive, client-focused firm.

Qualifications

• Experience of paraplanning duties including creating bespoke suitability reports, fund performance and risk analysis.
• Solid understanding of investment, retirement and pension products in relation to financial planning.
• Organised approach to workload and ability to handle multiple cases simultaneously.
• Working towards or holding Level 4 Diploma in Financial Planning or equivalent.

Responsibilities

• Undertake paraplanning duties and support Financial Advisors with research, analysis and report writing.
• Manage cases from start to finish, ensuring tasks are completed within agreed timescales.
• Assist with cash flow modelling and related financial planning activities where required.
• Collaborate with team to deliver high-quality client financial plans.

Skills

Paraplanning duties

Suitability reports

Fund performance analysis

Risk analysis

Independent and team work

Education

Level 4 Diploma in Financial Planning

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

Locations

South Leicester