https://jobs.co.uk/job/paraplanner-resource-matters-ltd--c9913b00-ed29-4d55-8e52-9a7f6a56ebcf RSS feed for Paraplanner at Resource Matters Ltd. en-gb Sat, 12 Sep 2026 13:23:05 GMT https://jobs.co.uk/job/paraplanner-resource-matters-ltd--c9913b00-ed29-4d55-8e52-9a7f6a56ebcf https://jobs.co.uk/job/paraplanner-resource-matters-ltd--c9913b00-ed29-4d55-8e52-9a7f6a56ebcf Mon, 07 Sep 2026 11:51:42 GMT Location: Leicester | Salary: 10000-500000 Annual | Type: Permanent | Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary The Candidate Essentials part or full Level 4 CII Diploma in Financial Plannin... Permanent