Paraplanner

Paraplanner
Location: Loughborough
Salary: £35,000 - £45,000
Duration: Permanent, Full time, Part time, Hybrid

We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.

They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry.

Key Responsibilities:

• Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
• Write client review letters, including portfolio reviews and drawdown reviews.
• Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
• Conduct portfolio analysis and rebalancing as needed.
• Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.

What’s on Offer?

• Salary up to £45,000
• 7% employee pension contribution
• Hybrid and flexible working options
• Potential for part time
• 26 day annual leave + bank holidays
• Study support with Level 4 and Chartered exams

Progression Opportunities: The firm are committed to the growth and development of the team members. There will be the option to progress into an adviser role, should a space become available in the adviser team.

What next?

Apply today to be considered for the Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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