Paraplanner, Leicester

Paraplanner

1 Days Old

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 onsite parking

About the role:

To 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 ...

Apply