Paraplanner

ParaplannerLocation: LeicesterSalary: Up to £41,200 per annumJob Type: Full-time, PermanentAbout the RoleWe are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience.You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice.Key ResponsibilitiesConduct provider and product research, including fund performance and risk analysisCarry out cashflow modelling using tools such as FE Analytics or similarPrepare bespoke, compliant suitability reports tailored to individual client needsInterpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutionsSupport advisers and senior staff with technical analysis and evidence-based recommendationsManage complex cases from inception through to completion, resolving technical queries and providing suitable remediesTake ownership of your workflow, meeting deadlines and service level agreementsCommunicate effectively with clients and colleagues via phone, email, and written correspondenceCollaborate with team members to ensure consistent service delivery and provide cover when requiredSkills and ExperienceThe successful candidate will have:Proven experience in a ..... full job details .....