Paraplanner - Hybrid with 2 Days WFH: Reports & Research

360 Recruitment; England; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading recruitment agency is seeking a Paraplanner to join a well-established company in Leicester. In this role, you will provide comprehensive paraplanning support, conduct provider research, and prepare compliant suitability reports. The ideal candidate will have proven experience in paraplanning, strong knowledge of pensions and investments, and a client-focused approach. This position offers an excellent benefits package and the opportunity to work from home part of the week after the probation period.

Benefits

Excellent benefits package

Ability to work from home

Modern office environment

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

• Conduct research and fund performance analysis.
• Prepare bespoke compliance reports.
• Manage complex cases from inception to completion.

Skills

Provider and product research

Portfolio analysis

Suitability report writing

Attention to detail

Client-focused approach

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Tools

FE Analytics

Job description

A leading recruitment agency is seeking a Paraplanner to join a well-established company in Leicester. In this role, you will provide comprehensive paraplanning support, conduct provider research, and prepare compliant suitability reports. The ideal candidate will have proven experience in paraplanning, strong knowledge of pensions and investments, and a client-focused approach. This position offers an excellent benefits package and the opportunity to work from home part of the week after the probation period.