ParaplannerLocation: LoughboroughSalary: £35,000 - £45,000Duration: Permanent, Full time, Part time, HybridWe are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry.Key Responsibilities:
* Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
* Write client review letters, including portfolio reviews and drawdown reviews.
* Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
* Conduct portfolio analysis and rebalancing as needed.
* Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
What’s on Offer?
1. Salary up to £45,000
2. 7...