We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester.
Salary: £37,500 per annum
Working: Monday to Friday
25 days annual leave plus statutory bank holidays
Free onsite parking
About the role:
To provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing.
· Product research, fund performance and risk analysis, and cashflow modelling.
· Prepare bespoke, compliant suitability reports tailored to individual client needs.
· Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions.
· Support senior staff and advisers with technical analysis and recommendations.
· Manage complex cases from inception to completion
· Resolving technical queries and providing suitable remedies.
· Maintain your own workflow, working independently to meet deadlines.
· Collaborate with team members to ensure consistent service delivery.
About you:
· Proven experience in paraplanning and report writing within financial services.
· Strong technical knowledge of pensions, investments, and retirement planning.
· Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports.
· Experience with: Fund performance and risk analysis
· Cashflow modelling
· Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems.
Qualifications:
· Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion.
If you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply! For more information, please call Rebecca on (phone number removed).
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About Us
We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.
We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies