Vacancy Description
PARAPLANNER – £35,000 - £41,200 – Leicester - Hybrid Working, Excellent Benefits Package
The Job
We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice.
Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes.
Key Responsibilities Include:
Conducting provider and product research, fund performance analysis and cashflow modelling.
Preparing bespoke and compliant suitability reports tailored to client needs.
...
The Job
We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice.
Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes.
Key Responsibilities Include:
Conducting provider and product research, fund performance analysis and cashflow modelling.
Preparing bespoke and compliant suitability reports tailored to client needs.
...
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