Paraplanner

Paraplanner - Enderby, Leicestershire Hybrid £35,000-£42,000 + Bonus + Benefits Working pattern: Hybrid - following completion of initial induction and training We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process - producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment. WHAT YOU WILL BE DOING Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given Ensuring all documentation meets the firm''s compliance standards before issue Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients Supporting the annual cost comparison benchmarking of the ..... full job details .....