Paraplanner

Paraplanner – Role at Sahasraa Solutions

Join to apply for the Paraplanner role at Sahasraa Solutions

This Paraplanner job in South Leicester provides an opportunity to join a local Financial Services firm.

In this Paraplanner role, you will provide support to Financial Advisors who give financial planning advice. Your focus is on undertaking full financial planning research, analysis, and report writing on behalf of the Financial Advisors. This may include complex cases, managing them from start to finish. You will manage your own workload to meet agreed timescales. Experience or interest in cash flow modelling would be beneficial.

• This role is open to experienced or trainee Paraplanners
• You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis
• You should have good understanding of investment, retirement and pension products in relation to financial planning
• You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent
• You should have an organised approach to your work and be able to handle multiple cases simultaneously
• You should be confident working independently and within a team

• Salary of up to £35,000 depending on experience
• Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities
• Up to 2 days from home, after completion of probation
• 25 days holiday plus bank holidays
• 37.5 hours per week, Monday to Friday
• Working within a business that is passionate about helping their clients
• Regular paid team events through the year to get involved in

South Leicester