Paraplanner (our Ref AL1412)

Leicester (hybrid option after qualifying period)

Salary £35,000 - £42,000 dep on experience + excellent benefits & parking

My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they received, for the fourth time, a “Best Financial Advisor to Work for” award by Professional Advisor and they are now looking to recruit another experienced Paraplanner to join their team.

The main responsibilities of the role:

* Prepare suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication.

* Work closely with Financial Planners and the wider teams to obtain all relevant information.

* To assist the Head of Paraplanning to carry out research ...