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Paraplanner

Paraplanner

North Oak Recruitment Ltd

Posted 14 hours ago, valid for 24 days

Leicester, Leicestershire LE8 4HQ

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job is for an experienced Paraplanner based in South Leicestershire, offering a hybrid work model after the probation period.
The salary for this position is up to £35,000, depending on experience, along with additional benefits.
Candidates should have previous paraplanning experience, and CII qualifications are advantageous but not mandatory.
Key responsibilities include assisting consultants, analyzing client holdings, creating compliant Suitability Reports, and preparing supporting documentation.
Strong written and verbal communication skills, analytical abilities, and IT literacy are essential for the ideal candidate.

Paraplanner

South Leicestershire (our ref AL1320)

Hybrid, 2 days per week at home following probation period

Salary to £35,000 (dep on exp + benefits

My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner to join their team.

Main Duties

Assist consultants where needed in each stage of the advice process.
Analyse existing client holdings including contract features, fund and charges analysis
Create compliant Suitability Reports
Prepare supporting research (e.g. cash flow models)
Prepare supporting documentation (compliance and application paperwork, illustrations etc)
Deal with consultant and client technical queries
Maintain clear and compliant client records
Carry out other related duties when required

Day to Day

Log new business cases into Paraplanning
Update Reports log
Use FE Analytics where needed to compare funds and portfolio’s (supporting research)
Create Illustrations for new business (supporting research)
Produce cash flow analysis where relevant (supporting research)
Create compliant Suitability Reports
Pre-fill any required application forms
Pre-fill any supporting documents (compliance documents)
Input data onto Adviser Office where needed
Deal with consultant and client technical queries
Print any requested forms and send to the client for sign and return.

The ideal person

Previous paraplanning experience
CII qualifications an advantage but not essential, although study towards this will be required
Good written and verbal communication skills
Accurate, analytical and IT literate
Motivated

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