Paraplanner

1 week ago


Leicester, United Kingdom Sahasraa Solutions Full time

Paraplanner – Role at Sahasraa Solutions Join to apply for the Paraplanner role at Sahasraa Solutions This Paraplanner job in South Leicester provides an opportunity to join a local Financial Services firm. In this Paraplanner role, you will provide support to Financial Advisors who give financial planning advice. Your focus is on undertaking full financial planning research, analysis, and report writing on behalf of the Financial Advisors. This may include complex cases, managing them from start to finish. You will manage your own workload to meet agreed timescales. Experience or interest in cash flow modelling would be beneficial. Requirements This role is open to experienced or trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Benefits Salary of up to £35,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Location South Leicester #J-18808-Ljbffr


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    Leicester, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...

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    1 week ago


    Leicester, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...

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    Leicester, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on...

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    3 days ago


    Leicester, United Kingdom Premier Jobs UK Limited Full time

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    2 weeks ago


    Leicester, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...

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    1 week ago


    Leicester, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. xsabvtc...

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    4 days ago


    Leicester, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. xsabvtc...

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    5 days ago


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    Leicester, United Kingdom Service Care Solutions Full time

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