Leicester
Paraplanner In this role, you will provide comprehensive paraplanning support to our advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience. We Offer Salary up to £41,200 p.a. dependent on experience plus profit-related bonuses 33 days annual leave (including Bank Holidays) increasing with length of service 10% non-contributory pension, optional personal pension contributions via salary sacrifice, 4 x life assurance Excellent working environment including free onsite parking, breakfast cereal and fresh fruit, small onsite gym Key Responsibilities • Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools)., • Prepare bespoke, compliant suitability reports tailored to individual client needs., • Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions., • Support senior staff and advisers with technical analysis and evidence-based recommendations., • Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies., • Maintain your own workflow, working independently to meet deadlines and service level agreements., • Communicate effectively with clients and colleagues via phone, email, and written correspondence., • Collaborate with team members to ensure consistent service delivery and provide cover during absences when needed., • Maintain and update the back-office system to ensure client records accurately reflect the advice provided and all related actions undertaken. Skills & Experience The ideal candidate will have: • 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, • Various platforms and providers (preferred but not essential), • A client-focused approach, with a commitment to excellence and relationship-building., • Exceptional attention to detail and adherence to compliance and quality standards., • Excellent organisational and time management skills, with the ability to prioritise and manage a high volume of tasks under pressure., • A minimum of 3 years’ industry experience is essential., • Ideally qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) or currently working towards completion.