Paraplanner job in Leicester - flexible working offered

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 1409
  • Salary/OTESalary of £28,000 - £40,000 depending on experience and qualifications
  • Vacancy LocationLeicester
  • RemunerationEmployed
  • RegionMidlands
Job description

This Paraplanner job in Leicester is available within is within a well-known and respected firm specialising in investments, pensions, mortgages and protection.As a Paraplanner you will be providing technical and research support to ensure client advice is of the highest quality and delivered efficiently. Your main duties are as follows:

  • Accurately prepare suitability reports and letters to target deadlines
  • Ensure all client work is compliant and supported with relevant paperwork
  • Undertake comparative research in preparation of client recommendations
  • Complete technical research as part of the existing arrangement review process
  • Understand clients overall financial position from IFA fact finds
  • Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks
  • Ensure all client queries are appropriately investigated and accurate responses given
  • Conduct annual reviews in line with SLA’s

Paraplanner Requirements

  • You must hold Level 4 Diploma in Financial Planning or close to achieving this
  • You should have experience of paraplanning duties
  • You should have experience of writing good suitability reports
  • Ideally you will have experience using Intelligent office and Truth

The Company

This Financial Services Company is a well-known and respected firm specialising in investments, pensions, mortgages and protection. The business owner is well connected within the local community and is able to open new opportunities through his connections.

Paraplanner Benefits

  • Salary of £28,000 - £40,000 depending on experience and qualifications
  • Office based with flexibility for some home working
  • Opportunity to be part of a growing team
  • Full time role



Call us now on 0208 0044 154 or click Apply

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