Paraplanner

Paraplanner - Enderby, Leicestershire Hybrid £35,000-£42,000 + Bonus + Benefits

Working pattern:
Hybrid - following completion of initial induction and training

We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process - producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.

WHAT YOU WILL BE DOING

• Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
• Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
• Ensuring all documentation meets the firm's compliance standards before issue
• Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
• Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
• Providing technical support on pension and investment queries to the wider advice team and pension consultants
• Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
• Producing bespoke one-off reports and comparisons for complex client cases as required

WHAT YOU WILL NEED

• Diploma in Financial Planning (DipPFS or equivalent) - essential
• Experience working as a Paraplanner in a regulated financial services environment
• Strong technical knowledge of pension, investment, and protection products and their application in financial planning