Paraplanner

This Paraplanner job in South Leicester provides opportunity
to join a local Financial Services firm.

In this Paraplanner role, you will be providing support to
their team of Financial Advisors who provide financial planning advice to
clients. Your focus will be on undertaking full financial planning research,
analysis and report writing on behalf of the Financial Advisors. This can
include undertaking complex cases and managing them from start to finish. As
such, you should manage your own workload to complete tasks within agreed
timescales.

The business also undertake cash flow modelling, therefore
individuals with experience or desire to undertake this would be beneficial.

The Company

Our client provides independent advice to clients on all
aspects of financial planning. The business has a growing team who enjoy
working together to support the needs of their clients. Most of their team are
long serving team members who enjoy being part of the business.

Paraplanner Requirements

• You
  should have experience of undertaking paraplanning duties, including
  creating bespoke suitability reports, fund performance and risk analysis
• You should
  have good technical understanding of investment, retirement and pension
  products in relation to financial planning
• You should
  hold or be working towards your Level 4 Diploma in Financial Planning or
  equivalent
• You
  should have an organised approach to your work and be able to handle
  multiple cases simultaneously
• You
  should be confident working independently and within a team

Paraplanner Benefits

• Salary
  of up to £35,000 depending on experience
• Working
  within modern offices with free, secure parking on site, plus full
  kitchen, dining and gym facilities
• Up to
  2 days from home, after completion of probation
• 25
  days holiday plus bank holidays
• 37.5
  hours per week, Monday to Friday
• Working
  within a business that is passionate about helping their clients
• Regular
  paid team events through the year to get involved in

Locations

South Leicester

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to
ensure the information contained in our adverts including any salary, benefits
or on target earnings are accurate, we give no representation or warranty in
respect of such information. No liability is accepted by Premier Jobs UK for
any loss or damage which may arise out of any person relying on or using any
information.