Paraplanner - Tech-Driven Finance Hub (Hybrid, Leicester)

Employal; Anstey; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Leicester office access

Technology-led environment

Job summary

Employal is seeking an experienced Paraplanner in a technology-led, hybrid role based in Leicester. You will review financial information, identify policy features and provide technical support across the business.

The role emphasises accuracy, efficiency and collaboration with advisers and providers. The ideal candidate has paraplanning experience, pensions expertise and a proactive, detail-oriented approach, with the ability to handle multiple priorities while delivering high quality work in a

Qualifications

• Previous paraplanning experience
• Level 4 financial planning or paraplanning qualification, or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• Understanding of charges, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and reliable approach with interest in financial technology

Responsibilities

• Review financial information from providers and identify key policy details
• Prepare clear summaries of complex financial information for advisers
• Support transfer and consolidation case reviews
• Liaise with providers and colleagues to resolve technical queries
• Obtain missing information and check accuracy of documentation
• Maintain accurate records across internal systems
• Manage workload to meet deadlines and service standards

Skills

Paraplanning experience

Analytical skills

Attention to detail

Organisational skills

Interest in fintech

Education

Level 4 qualification

Job description

Employal is seeking an experienced Paraplanner in a technology-led, hybrid role based in Leicester. You will review financial information, identify policy features and provide technical support across the business.

The role emphasises accuracy, efficiency and collaboration with advisers and providers. The ideal candidate has paraplanning experience, pensions expertise and a proactive, detail-oriented approach, with the ability to handle multiple priorities while delivering high quality work in a