We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester.

Salary: £37,500 per annum

Working: Monday to Friday

25 days annual leave plus statutory bank holidays

Free on site parking

About the role:

The Paraplanner will provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing.

·       Product research, fund performance and risk analysis, and cashflow modelling.

·       Prepare bespoke, compliant suitability reports tailored to individual client needs.

·       Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions.

·       Support senior staff and advisers with technical analysis and recommendations.

·       Manage complex cases from inception to completion

·       Resolving technical queries and providing suitable remedies.

·       Maintain your own workflow, working independently to meet deadlines.

·       Collaborate with team members to ensure consistent service delivery.

About you:

·       Proven experience in paraplanning and report writing within financial services.

·       Strong technical knowledge of pensions, investments, and retirement planning.

·       Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.

·       Experience with: Fund performance and risk analysis

·       Cashflow modelling

·       Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.

Qualifications:

·       Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.

If you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply! For more information, please call Rebecca on 07385 660 400.

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