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Permanent

Paraplanner

Leicester
money-bag 35000.00-35000.00 Annual
3056091256
Posted 1 week ago

Job Title: ParaplannerLocation: Leicester (primarily office-based with hybrid flexibility)Pay rate/Salary (salary for perm roles): £35,000 - £45,000 (DOE)Hours of Work: Full-timeType: PermanentStart Date: Immediately (flexible for notice periods) We are hiring for a Paraplanner that is experienced in providing technical financial planning support, conducting research, and preparing suitability reports in Leicester. This is a professional, award-winning Chartered Financial Planning environment, and you will be helping the business support clients with retirement planning, investment strategy, and long-term financial planning. Duties of a ParaplannerIn this role you will be working in the Financial Planning team to deliver high-quality technical support to Financial Advisers. Reporting to the Financial Planning Manager, you will be responsible for:- Conducting research and analysis- Preparing compliant suitability reports- Analysingfinancial data and modelling client scenarios- Assisting in the development of personalisedfinancial plans- Staying updated with legislation, market trends, and regulatory requirements Skills and experience of a ParaplannerAs a Paraplanner, you need have experience with:- Strong knowledge of financial planning and investments- Excellent analytical and report-writing skillsIt would be beneficial to the Paraplanner role if you also had:- Level 4 Diploma in Financial Planning (or working towards)- Progress toward Chartered status- Experience with financ

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