Paraplanner - Hybrid with 2 Days WFH: Reports & Research

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

Job summary

A well-established financial services company in Leicester is seeking an experienced Paraplanner to provide comprehensive support to advisers. This role involves conducting provider and product research, writing suitability reports, and managing complex cases. Candidates should possess strong technical knowledge in pensions and investments, demonstrate exceptional attention to detail, and have a client-focused approach. The position offers a modern work environment and the option to work from home two days a week after probation.

Benefits

Excellent benefits package

Modern, vibrant office environment

Work from home options after probation

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.

Responsibilities

• Conduct provider and product research, fund performance and risk analysis.
• Prepare bespoke compliance suitability reports.
• Support senior staff with technical analysis.

Skills

Paraplanning experience

Report writing

Technical knowledge of pensions

Client-focused approach

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Tools

FE Analytics

Job description

A well-established financial services company in Leicester is seeking an experienced Paraplanner to provide comprehensive support to advisers. This role involves conducting provider and product research, writing suitability reports, and managing complex cases. Candidates should possess strong technical knowledge in pensions and investments, demonstrate exceptional attention to detail, and have a client-focused approach. The position offers a modern work environment and the option to work from home two days a week after probation.