Reference ID





to £35,000 plus benefits

Contact Person

Angela Liscombe

Job description


Leicestershire (ref AL903)

Salary to c£35,000 + benefits


My client is a very well-established IFA and they are now looking to appoint an experienced Paraplanner to join their existing team.


The role:


To provide paraplanning support to a small team of IFAs

To carry out research and analysis of the clients current financial situation

To collect full data required in order to create a comprehensive financial planning report

To liaise with the Adviser throughout the process

To ensure compliance requirements are adhered to

To attend client meetings where appropriate

To carry out quarterly valuations


The Person:

Previous Paraplanning experience

CII qualified, ideally although not essentially to Level 4 Diploma

Good technical knowledge within life, pensions and investments

IT literate

Able to prioritise workloads and work to deadlines


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