Paraplanner

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.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 CompanyOur 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 RequirementsYou should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysisYou should have good technical understanding of investment, retirement and pension products in relation to financial planningYou should hold or be working towards your Level 4 Diploma in Financial Planning or equivalentYou should have an organised approach to your work and be able to handle multiple cases simultaneouslyYou should be confident working independently and within a teamParaplanner BenefitsSalary of up to £35,000 depending on experienceWorking within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilitiesUp to 2 days from home, after completion of probation25 days holiday plus bank holidays37.5 hours per week, Monday to FridayWorking within a business that is passionate about helping their clientsRegular paid team events through the year to get involved inLocationsSouth LeicesterLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.

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