Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits and parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they received, for the fourth time, a Best Financial Advisor to Work for award by Professional Advisor and they are now looking to recruit another experienced Paraplanner to join their team. The main responsibilities of the role: Prepare 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 SSAS and SIPP products against competitors 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 To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. To provide technical support to pension teams and ..... full job details .....