Paraplanner
Leading Chartered Independent Financial Planning FirmWe are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office.This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development.The RoleAs a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions.Key responsibilities will include:Conducting detailed research across pensions, investments, protection, and retirement planning solutionsProducing clear, accurate, and client-friendly suitability reportsAssisting with complex technical case work and planning strategiesEnsuring client files are complete, accurate, and fully compliantSupporting the end-to-end new business process, liaising with providers and internal teamsKeeping up to date with regulatory changes and technical developmentsYou will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios.What We''re Looking ForAt least 1 year''s experience in a Paraplanning or similar technical support roleStrong technical knowledge across ..... full job details .....
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