Paraplanner

7 Days Old

Job Title: Paraplanner
Location: Leicester (primarily office-based with hybrid flexibility)
Pay rate/Salary (salary for perm roles): £35,000 - £45,000 (DOE)
Hours of Work: Full-time
Type: Permanent
Start Date: Immediately (flexible for notice periods)

We are hiring for a Paraplanner that is experienced in providing technical financial planning support, conducting research, and preparing suitability reports in Leicester. This is a professional, award-winning Chartered Financial Planning environment, and you will be helping the business support clients with retirement planning, investment strategy, and long-term financial planning.

Duties of a Paraplanner

In this role you will be working in the Financial Planning team to deliver high-quality technical support to Financial Advisers. Reporting to the Financial Planning Manager, you will be responsible for:

- Conducting research and analysis
- Preparing compliant suitability reports
- Analysingfinancial data and modelling client scenarios
- Assisting in the development of personalisedfinancial plans
- Staying updated with legislation, market trends, and regulatory requirements

Skills and experience of a Paraplanner

As a Paraplanner, you need have experience with:

- Strong knowledge of financial planning and investments
- Excellent analytical and report-writing skills

It would be beneficial to the Paraplanner role if you also had:
- Level 4 Diploma in Financial Planning (or working towards)
- Progress toward Chartered status
- Experience with financial planning software (e.g., IRESS Xplan)

About the Client

Our client is an award-winning Chartered Financial Planning firm that provides bespoke, independent financial planning to clients nationwide. They are looking for a Paraplanner to join their team on a permanent basis. You'll be joining a supportive, established team within a professional office environment, with some flexibility for hybrid working.

Next Steps:
Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

About Regional Recruitment Services - A Recruitment Agency in Leicester
This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website
Apply
Location:
Leicester
Salary:
£35,000 - £45,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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