Paraplanner

Overview

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish.

As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial.

• Support the team of Financial Advisors with financial planning research, analysis and report writing.
• Undertake full financial planning research, analysis and report writing on behalf of the Advisors.
• Manage own workload and complete tasks within agreed timescales.
• Contribute to cash flow modelling when required.

• This role is open to experienced or Trainee Paraplanners.
• Experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
• Good understanding of investment, retirement and pension products in relation to financial planning.
• Hold or be working towards Level 4 Diploma in Financial Planning or equivalent.
• Organised approach to work and ability to handle multiple cases simultaneously.
• 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

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