Paraplanner (Leicester) - Research & Report Specialist

North Oak Recruitment; England; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading recruitment firm in Leicester is seeking an experienced Paraplanner for a full-time role. The ideal candidate will provide technical support, conduct research, and prepare recommendations for financial consultants within a prestigious firm. Candidates with over 2 years of report writing experience and a Level 4 Diploma are encouraged to apply. The position offers competitive salary and benefits including 25 days of holiday plus bank holidays.

Benefits

25 days holiday plus bank holidays

Company pension scheme

Training and support towards certifications

Qualifications

• Experienced paraplanner with 2+ years in report writing.
• Excellent knowledge of trusts, personal taxation, and pension legislation.
• Ability to work independently with strong organizational skills.

Responsibilities

• Research and analyse products for new clients.
• Compile suitability reports for financial advisors.
• Review investment funds and maintain organized records.
• Provide support to financial advisers for compliance documentation.

Skills

Report writing

Problem-solving

Excellent written communication

Attention to detail

Interpersonal skills

MS Office proficiency

Education

Level 4 Diploma

Tools

Excel

Financial planning applications

Job description

A leading recruitment firm in Leicester is seeking an experienced Paraplanner for a full-time role. The ideal candidate will provide technical support, conduct research, and prepare recommendations for financial consultants within a prestigious firm. Candidates with over 2 years of report writing experience and a Level 4 Diploma are encouraged to apply. The position offers competitive salary and benefits including 25 days of holiday plus bank holidays.