At a Glance
- Tasks: Conduct research, prepare reports, and manage complex client cases.
- Company: Join a professional independent financial advisers firm in Leicestershire.
- Benefits: Enjoy hybrid working, a bonus scheme, and ongoing professional development.
- Other info: Collaborative team environment with opportunities for career growth.
- Why this job: Make a real impact in clients' financial journeys with your expertise.
- Qualifications: Experience in paraplanning and strong technical knowledge required.
The predicted salary is between 38250 - 46750 £ per year.
| Paraplanner | Independent Financial Advisers | Up to £41,200 | Hybrid Working | 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 As a Paraplanner, you will: 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 pr...
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