Paraplanner

Location: Leicester (hybrid working after probation)
Salary:

The Opportunity

An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases carrying out research analysis and report writing while supporting advisers in developing suitable financial planning recommendations.

Key Responsibilities

• Conduct provider and product research including fund performance reviews risk analysis and cashflow modelling using industry-standard tools.
• Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
• Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
• Provide technical support and research to advisers delivering evidence-based recommendations.
• Manage complex cases from initial review through to completion resolving technical queries and ensuring appropriate outcomes.
• Work independently to manage workloads effectively meeting agreed deadlines and service standards.
• Communicate professionally with clients advisers and colleagues via telephone email and written correspondence.
• Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.

Skills & Experience

The successful candidate will demonstrate:

• Previous paraplanning experience within a financial planning or wealth management environment.
• Strong technical knowledge of pensions investments retirement planning and financial products.
• Proven suitability report writing skills and the ability to interpret client information accurately.
• Experience in:
  • Investment and fund analysis
  • Risk profiling and portfolio research
  • Cashflow forecasting and modelling
• A client-focused approach with a commitment to delivering excellent service.
• Excellent attention to detail and a strong understanding of compliance requirements.
• Strong organisational skills with the ability to prioritise multiple tasks and manage deadlines effectively.
• Proficiency in Microsoft Office applications including Word Excel Outlook and Teams.
• Experience using financial planning software and back-office systems would be advantageous.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent or currently working towards completion.

Benefits

• Competitive salary of depending on experience.
• Opportunity to join a supportive and collaborative team environment.
• Ongoing professional development and support towards further qualifications.
• Hybrid working available after the probation period