img
Permanent

Paraplanner

Leicester
money-bag 35000.00-35000.00 Annual
3130706406
Posted Yesterday

ParaplannerLocation: LeicesterSalary: Up to £41,200 per annumJob Type: Full-time, PermanentAbout the RoleWe are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience.You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice.Key ResponsibilitiesConduct provider and product research, including fund performance and risk analysisCarry out cashflow modelling using tools such as FE Analytics or similarPrepare bespoke, compliant suitability reports tailored to individual client needsInterpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutionsSupport advisers and senior staff with technical analysis and evidence-based recommendationsManage complex cases from inception through to completion, resolving technical queries and providing suitable remediesTake ownership of your workflow, meeting deadlines and service level agreementsCommunicate effectively with clients and colleagues via phone, email, and written correspondenceCollaborate with team members to ensure consistent service delivery and provide cover when requiredSkills and ExperienceThe successful candidate will have:Proven experience in a paraplann

Other jobs of interest...

Premier Jobs UK Limited
Market HarboroughYesterday
money-bag40000.00-40000.00 Annual
North Oak Recruitment Ltd
LeicesterYesterday
money-bag35000.00-35000.00 Annual
Ortus PSR
LeicesterYesterday
money-bag38000.00-38000.00 Annual
Capio Recruitment Financial Planning
Market HarboroughYesterday
money-bag35000.00-35000.00 Annual
Four Squared
LeicesterYesterday
money-bag35000.00-35000.00 Annual
NJR Recruitment
NuneatonYesterday
money-bag38000.00-38000.00 Annual
NJR Recruitment
LeicesterYesterday
money-bag28000.00-28000.00 Annual
Premier Jobs UK Limited
Market Harborough3 days ago
money-bag£40,000
Four Squared Recruitment Ltd
Leicestershire5 days ago
money-bag35000.00-35000.00 Annual
Four Squared Recruitment Ltd
Leicestershire6 days ago
money-bag£35000 - £42000/annum

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!