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Permanent

Paraplanner

Leicester
money-bag 40000.00-40000.00 Annual
3086238974
Posted Yesterday

ParaplannerLeicesterBase (negotiable) plus a comprehensive benefits package and exam support.£40,000 to £50,000 / Leicester / Benefits / Exam Support An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a qualified and experienced Paraplanner.As an independent firm, it provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working.Paraplanner - Role Description:In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support.Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.Paraplanner - Requirements:Strong knowledge of financial planning and investmentsExcellent analytical and report-writing skillsClear verbal and written communicationLevel 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantageAbility to work independently and collaborativelyExperience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is des

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