Paraplanner

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.

If the following job requirements and experience match your skills, please ensure you apply promptly.
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.
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Paraplanner Requirements
This role is open to experienced or Trainee Paraplanners
You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis
You should have good understanding of investment, retirement and pension products in relation to financial planning
You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent
You should have an organised approach to your work and be able to handle multiple cases simultaneously
You should be confident working independently and within a team
Paraplanner Benefits
Salary of up to £40,000 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
Locations
South Leicester
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