Paraplanner
other jobs Ortus PSR
Added before 1 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Full job description Paraplanner – Enderby, Leicestershire | Hybrid | Salary up to £60,000 + Bonus + Benefits
Working pattern: Hybrid working 3 days in the office and 2 from home
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Leicester to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients and 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 firm’s SIPP and SSAS products against market competitors
* Providing technical support on pension and investment queries to the wider advice team and pension consultants
* Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
* Producing bespoke one-off reports and comparisons for complex client cases as required
WHAT YOU WILL NEED
* Diploma in Financial Planning (DipPFS or equivalent)
* Experience working as a Paraplanner in a regulated financial services environment
* Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Working pattern: Hybrid working 3 days in the office and 2 from home
We are working with a highly regarded, Chartered, independently owned financial planning firm based in Leicester to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients and 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 firm’s SIPP and SSAS products against market competitors
* Providing technical support on pension and investment queries to the wider advice team and pension consultants
* Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
* Producing bespoke one-off reports and comparisons for complex client cases as required
WHAT YOU WILL NEED
* Diploma in Financial Planning (DipPFS or equivalent)
* Experience working as a Paraplanner in a regulated financial services environment
* Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Job number 4213538
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