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About the Role
Paraplanner
Leicestershire (Our Ref AL1390)
Hybrid option available – up to 2 days working from home after successful completion of probationary period.
Salary £35,000 - £41,200 dep on exp + benefits
My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.
You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.
Duties and responsibilities include:
* Providing full Paraplanning, including product and provider research, portfolio analysis, and suita...
Leicestershire (Our Ref AL1390)
Hybrid option available – up to 2 days working from home after successful completion of probationary period.
Salary £35,000 - £41,200 dep on exp + benefits
My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.
You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.
Duties and responsibilities include:
* Providing full Paraplanning, including product and provider research, portfolio analysis, and suita...
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