Overview
This Paraplanner job in South Leicester provides an opportunity to join a local Financial Services firm. The role supports a team of Financial Advisors by undertaking full financial planning research, analysis, and report writing, including complex cases that are managed from start to finish. Candidates will manage their own workload to meet agreed timelines.
In addition, the business engages in cash‑flow modelling, making experience or a willingness to develop in this area advantageous.
Requirements
* Open to experienced or trainee Paraplanners.
* Experience in undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis.
* Good understanding of investment, retirement and pension products in relation to financial planning.
* Hold or be working towards a Level 4 Diploma in Financial Planning or equivalent.
* Organised approach to work, able to handle multiple cases simultaneously.
* Confident working independently and as part of a team.
Benefits
* Salary of up to £40,000 depending on experience.
* Modern offices with free, secure parking on site, 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 passionate business that focuses on client care.
* Regular paid team events throughout the year.
Locations
South Leicester
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