Job Role: Paraplanner
Industry: Financial Services
Location: Leicester
Salary: £50,000
Job Reference: 10511
Recruit UK are supporting an esteemed financial planning firm and they’re looking for a paraplanner to join their Leicester office.
This is an opportunity to join a collaborative team where you'll work closely with Financial Advisers to deliver high quality technical support across pensions, investments and protection. You'll be responsible for producing suitability reports, carrying out research and ensuring clients receive an efficient and compliant service, while having the opportunity to develop your career within a growing business.
Key responsibilities:
- Produce suitability reports and technical financial planning documentation
- Conduct product, fund and provider research across pensions, investments and protection
- Prepare illustrations, valuations and client review packs
- Support Advisers before and after client meetings to ensure cases progress efficiently
- Maintain accurate client records and ensure compliance with FCA requirements
- Work closely with Advisers and the wider operations team to deliver an excellent client experience
What's on offer:
- Competitive salary dependent on experience
- Hybrid working
- 25 days annual leave, with buy/sell option (5 days) plus passion days
- 5% employer pension contribution
- Private Medical Insurance
- 4x Death in Service
- Professional development and progression opportunities
Requirements:
- Level 4 Diploma in Financial Planning (or working towards)
- Previous experience as a Paraplanner within a Wealth Management firm
- Experience writing suitability reports and conducting technical research
- Advanced knowledge of pensions, investments and financial planning products
If you're an experienced Paraplanner looking to join a business that values quality, collaboration and career development, we'd love to hear from you.
Paraplanner in Leicester employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
