Paraplanner (Hybrid) – Wealth & Pension Solutions

Resource Matters Ltd; East Midlands; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

4x salary life assurance

Pension with 5% employer contribution

24 days' holiday plus bank holidays

Health cash plan

Job summary

Resource Matters Ltd, a Leicester-based wealth management firm, is seeking a Paraplanner to support financial planners and the paraplanning team. The role involves preparing FCA-compliant suitability reports and gathering information from colleagues to ensure accurate documentation for clients.

You will assist in research and due diligence on third-party products, contribute to cost benchmarking of SSAS and SIPP products, and generate cash flow reports to enhance client experience and compliance.

Qualifications

• Level 4 CII Diploma or equivalent experience in financial planning.
• Educated to A level standard (or equivalent).
• Minimum 1 year experience in a financial services paraplanning role.

Responsibilities

• Prepare FCA-compliant suitability reports for diverse client cases.
• Collaborate with Financial Planners and the team to gather all relevant information.
• Support Head of Paraplanning with research and due diligence on third party products and services.
• Assist in annual cost comparison benchmarking of SSAS and SIPP products against competitors.
• Work closely with Paraplanning team and provide technical support to pension teams and consultants.
• Produce cash flow reports to help improve client experience and compliance.
• Create bespoke one-off comparisons and reports for special client cases.

Education

Level 4 CII Diploma in Financial Planning

A level or equivalent

Job description

Resource Matters Ltd, a Leicester-based wealth management firm, is seeking a Paraplanner to support financial planners and the paraplanning team. The role involves preparing FCA-compliant suitability reports and gathering information from colleagues to ensure accurate documentation for clients.

You will assist in research and due diligence on third-party products, contribute to cost benchmarking of SSAS and SIPP products, and generate cash flow reports to enhance client experience and compliance.