Paraplanner
ParaplannerLeicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday. The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areasConducting technical research and product analysis to support adviser recommendationsPreparing client review documentation ..... full job details .....
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