Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,East Midlands,Leicestershire
- Full Time, Part Time, Permanent
- £35,000 - £43,000 per annum
Job Description:
Full job descriptionJob Title: Paraplanner
Industry: Financial Services
Location: Leicester
Salary: Up to £43,000
Job Reference: 10370
Recruit UK are working with an esteemed financial planning firm in Leicester. Due to growth, they have an exciting opportunity for a Paraplanner to join their team.
In this role, you will provide comprehensive paraplanning support to the advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.
Key Responsibilities:
*Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
*Prepare bespoke, compliant suitability reports tailored to individual client needs.
*Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
*Support senior staff and advisers with technical analysis and evidence-based recommendations.
*Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
*Maintain your own workflow, working independently to meet deadlines and service level agreements
What’s in it for you:
*Salary up to £43,000
*10% non-contributory pension scheme (personal contributions can be made via salary sacrifice)
*33 days annual leave inc Bank Hols (increasing to 34 @ 5 years and 35 @ 10 years),
*Life assurance 4 x salary
*Hybrid working
*Onsite parking
*Free refreshments
Skills and experience required:
*Level 4 Diploma
*Fund performance and risk analysis
*Cashflow modelling
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Paraplanner role in Leicester.
Our commitment to you:
*Start every journey with a conversation to find out about you in-depth.
*Provide honest feedback on where you fit in the job market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Industry: Financial Services
Location: Leicester
Salary: Up to £43,000
Job Reference: 10370
Recruit UK are working with an esteemed financial planning firm in Leicester. Due to growth, they have an exciting opportunity for a Paraplanner to join their team.
In this role, you will provide comprehensive paraplanning support to the advisers, including provider and product research, portfolio analysis, and suitability report writing. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.
Key Responsibilities:
*Conduct provider and product research, fund performance and risk analysis, and cashflow modelling (using FE Analytics or similar tools).
*Prepare bespoke, compliant suitability reports tailored to individual client needs.
*Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions.
*Support senior staff and advisers with technical analysis and evidence-based recommendations.
*Manage complex cases from inception to completion, resolving technical queries and providing suitable remedies.
*Maintain your own workflow, working independently to meet deadlines and service level agreements
What’s in it for you:
*Salary up to £43,000
*10% non-contributory pension scheme (personal contributions can be made via salary sacrifice)
*33 days annual leave inc Bank Hols (increasing to 34 @ 5 years and 35 @ 10 years),
*Life assurance 4 x salary
*Hybrid working
*Onsite parking
*Free refreshments
Skills and experience required:
*Level 4 Diploma
*Fund performance and risk analysis
*Cashflow modelling
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Paraplanner role in Leicester.
Our commitment to you:
*Start every journey with a conversation to find out about you in-depth.
*Provide honest feedback on where you fit in the job market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Job number 3735954
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...