Paraplanner

Our client

A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work

The Role will include

• Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication.
• Work closely with Financial Planners and the wider teams to obtain all relevant information.
• To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients.
• To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors
• To work closely with other members of the Paraplanning Team
• To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team
• To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken.
• To produce one off comparisons and reports for bespoke client cases where necessary

The Candidate Essentials

• part or full Level 4 CII Diploma in Financial Planning (or experience).
• Educated to A level standard (or equivalent) as a minimum.
• A minimum of 1 years’ ...