Paraplanner, 'LE19'

The opportunity for an experienced Paraplanner to join a well established Wealth Management Practice based in Leicester who provide truly holistic advise to their long standing clients. They have a great reputation in the industry and pride themselves on delivering an excellent service. The Opportunity Our client is looking for a Paraplanner to support the successful Financial Planners of the business. You will be involved in the following: * Working within a team of experienced technical Paraplanners providing a range of support and technical assistance. * Carrying out compliant and detailed research and technical analysis to support advice given by the Financial Planners * Preparing complex suitability letters, replacement cases, fund switches and withdrawals * Directly liaising with clients as you process their cases and keep them updated on progress Progression and development is strongly encouraged What?s needed to be considered? In order to be considered for this unique opportunity, candidates need to have - * Level 4 Diploma qualified or working towards this * Previous experience within a fast-paced IFA Practice * High level of analytical capability and good communication skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner