Paraplanner

Paraplanner Leicester Outskirts (Our Ref AL1376) Hybrid role - x2 days working from home (not obligatory), after successful completion of the 6-month probationary period. Salary £30,000 - £35,000 dep on exp + excellent benefits A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join the Paraplanning department within the company. Your main duties will be to provide Paraplanning support to the company s advisers, including provider and product research, analysis, portfolio analysis, and suitability report writing. This is a friendly, family orientated company, full of hardworking people and they are looking for a like-minded individual. You must have experience of working in a similar role, undertaking similar tasks and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues. Duties and responsibilities include: Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision. You will need to be ..... full job details .....