Full job descriptionJob Role: Paraplanner
Industry: Financial Services
Location: Leicester
Salary: Up to £45,000
Job Reference: 10672


Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner for their office in Leicester.
As a Paraplanner, you will work closely with Financial Planners to provide technical support and deliver comprehensive financial plans for high-net-worth clients. You will be responsible for conducting detailed research, preparing suitability reports and cashflow modelling, and developing tailored recommendations across pensions, investments, tax and estate planning. You’ll also support client meetings and work on increasingly complex financial planning cases.
Key responsibilities:
*Conduct detailed financial research and analysis, preparing comprehensive financial plans and suitable recommendations.
*Carry out technical calculations and cashflow modelling to support retirement, investment and wider financial planning strategies.
*Produce suitability reports and supporting documentation, while supporting Financial Planners in client meetings where required.
What’s on offer:
*Competitive salary up to £45,000 depending on experience
*Hybrid working
*Workplace pension scheme
*23 days’ holiday plus bank holidays
*Holiday purchase/sale scheme
*Private medical insurance
*Support for professional development
*Employee discounts on selected services
Requirements:
*Level 4 Diploma in Financial Planning.
*Minimum of 1 years’ experience as a Paraplanner within a wealth management firm.
*Experience preparing suitability reports and conducting technical financial research.
Get in touch or apply online to find out more about this opportunity!
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