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’ experience in a financial services Para Planning role
The Rewards
A more than Competitive Salary
4 x salary life assurance
Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.
24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays
Health Cash Plan Scheme
Free parking
Hybrid working scheme - Following completion of initial training and induction
Paraplanner in Leicester employer: Resource Matters Ltd Careers
Join a forward-thinking company that prioritises employee growth and development within a supportive and positive work culture. Based in Cheshire, this role offers the unique opportunity to influence health and safety standards across diverse projects while enjoying a blend of office and site-based work. With a commitment to compliance and continuous improvement, you'll be part of a team that values your expertise and fosters a proactive safety culture.
Contact Details:
Resource Matters Ltd Careers Recruitment Team
