Paraplanner

4 Days Old

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups.

If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team.
If you enjoy problem-solving, producing high-quality technical work, and supporting advisers with complex financial planning, this role offers an excellent opportunity.
Youll work closely with other paraplanners, Financial Planning Consultants and a supportive administrative team, delivering research, analysis, recommendations, and clear, compliant reports.

£38,000 - £42,000
Working hours 8.30am-5pm OR 9am-5.30pm (Mon Thurs), 9am3pm (Fri) 37.5 hour working week
25 days annual leave plus bank holidays and birthday off
Pension
Death in service x 4
Study support
Opportunity for hybrid working after probationary period
On-site parking / parking paid

Duties and responsibilities:

Conduct detailed research and analysis of products and providers for new clients, producing clear and comprehensive suitability reports
Regularly review available products and proactively source new product information to ensure recommendations remain fully aligned with client needs
Carry out ongoing investment fund research to monitor performance against expectations and ensure all recommended funds match clients risk profiles and investment principles
Review new contracts and provider term changes, preparing informed product recommendations for Financial Advisers
Maintain accurate, well-organised research records and ensure all supporting documentation is properly filed
Support the smooth running of back-office procedures, contributing to efficient internal operations
Provide administrative and compliance support to Financial Advisers, ensuring all new business documentation is complete and accurate
Deliver annual client reviews, including research, analysis, and tailored recommendations where appropriate

Skills and experience required:

Level 4 diploma or working towards / QBE
2+ years of paraplanning experience with strong report writing skills
Understanding of investments, pensions, protection, investments and trusts from a wealth management background
Good working knowledge of research tools, cashflow modelling with Cashcalc, FE Analytics and Defaqto desirable
Excellent attention to detail and interpersonal skills
Highly organised, self-motivated and able to manage own workload effectively

Apply

Location:: Coventry
Job Type:: FullTime
Category:: Banking And Financial Services

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