Paraplanner

Our client

A 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 work

The Role will include

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• Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication.
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• Work closely with Financial Planners and the wider teams to obtain all relevant information.
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• To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients.
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• To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors
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• To work closely with other members of the Paraplanning Team
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• To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team
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• To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken.
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• To produce one off comparisons and reports for bespoke client cases where necessary
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The Candidate Essentials

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• part or full Level 4 CII Diploma in Financial Planning (or experience).
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• Educated to A level standard (or equivalent) as a minimum.
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• A minimum of 1 years’ experience in a financial services Para Planning role
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The Rewards

4 x salary life assurance

Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.

24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays

Health Cash Plan Scheme

Free parking

Hybrid working scheme - Following completion of initial training and induction