At a Glance
- Tasks: Conduct research, prepare reports, and manage complex financial cases.
- Company: Join a professional independent financial advisers firm in Leicestershire.
- Benefits: Earn up to £41,200 with bonuses, hybrid work, and 25 days holiday.
- Other info: Enjoy ongoing professional development and a supportive team environment.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Experience in Paraplanning with strong knowledge of pensions and investments.
The predicted salary is between 40500 - 49500 £ per year.
Experienced in Paraplanning with strong technical knowledge across pensions, investments and retirement planning? We're recruiting for a Paraplanner to join our clients, an independent Financial Advisers firm based in Leicestershire. This is an excellent opportunity for someone with previous Paraplanning experience and strong technical expertise, looking to join a professional business offering hybrid working, a bonus scheme and ongoing professional development.
The Role
- Conduct provider and product research, fund performance and risk analysis, and cash flow 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 evidence-based recommendations
- Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies
- Maintain your own workflow, working independently to meet deadlines and service level agreements
- Communicate effectively with clients and colleagues via phone, email, and written correspondence
- Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed
Paraplanner requirements:
- Previous experience in Paraplanning
- Strong technical knowledge of pensions, investments and retirement planning
- Experience within fund performance, risk analysis, and cash flow modelling
What's on Offer?
- Basic salary up to £41,200
- Bonus scheme
- Hybrid working – after successful probation period
- 10% non-contributory pension
- Life Assurance
- 25 days plus Bank Holidays
- Professional development opportunities
Paraplanner in Blaby employer: GCB Agency Recruitment
Join a respected estate agency in Benfleet, where we prioritise employee growth and foster a collaborative work culture. With competitive salaries and performance-based incentives, we offer our team members the chance to excel in their careers while providing exceptional service to our clients. Our local expertise and supportive environment make this an ideal place for motivated property professionals to thrive.
