Our clientA 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 workThe 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 competitorsTo work closely with other members of the Paraplanning TeamTo provide technical support to pension teams and consultants alongside other members of the Paraplanning TeamTo 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 necessaryThe Candidate Essentialspart 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 roleThe Rewards 4 x salary life assurancePension; 5% employer contribution, increasing incrementally in recognition of continuous service.24 days'' holiday, ..... full job details .....