Location
LOUGHBOROUGH
Salary £30000 - £45000 TypePermanent WorkplaceHybrid Ref84028
Recruiter Managing This Role
Paraplanner
Location: Loughborough
Salary: £35,000 £45,000
Duration: Permanent, Full time, Part time, Hybrid
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry.
Key Responsibilities:
1. Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
2. Write client review letters, including portfolio reviews and drawdown reviews.
3. Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
4. Conduct portfolio analysis and rebalancing as needed.
5. Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
Whats on Offer?
6. Salary up to £45,000
7. 7% employee pension contribution
8. Hybrid and flexible working options
9. Potential for part time
10. 26 day annual leave + bank holidays
11. Study support with Level 4 and Chartered exams
Progression Opportunities: The firm are committed to the growth and development of the team members. There will be the option to progress into an adviser role, should a space become available in the adviser team.