Resource Matters Ltd, a Leicester-based wealth management firm, is seeking a Paraplanner to support financial planners and the paraplanning team. The role involves preparing FCA-compliant suitability reports and gathering information from colleagues to ensure accurate documentation for clients.
You will assist in research and due diligence on third-party products, contribute to cost benchmarking of SSAS and SIPP products, and generate cash flow reports to enhance client experience and compliance.
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Paraplanner (Hybrid) – Wealth & Pension Solutions employer: Resource Matters Ltd
Join a thriving multi-disciplined engineering group that values innovation and collaboration. As a Junior Mechanical Design Engineer, you'll benefit from a vibrant work culture that fosters professional growth and offers ample opportunities for progression. With a focus on teamwork and cutting-edge projects, this role provides a unique chance to develop your skills in a supportive environment while contributing to impactful engineering solutions.
