Paraplanner

Paraplanner
£40,000 - £45,000 per annum
Full Time, Permanent
Hybrid, Leicester
Are you an experienced Paraplanner looking to bring your technical knowledge into a modern, technology-led business?
My client is an established financial services technology business based in Leicester. After significant growth over the past year, they are looking to appoint an organised and detail-focused Paraplanner to support their technical operations.
This is a fantastic opportunity for someone who enjoys analysing financial information, resolving complex queries and working collaboratively. You will use your paraplanning experience to support accurate, efficient processes within a business combining financial services expertise with technology.

The role
As Paraplanner, you will review financial information, identify important policy details and provide technical support to colleagues across the business.

• Reviewing and analysing information received from financial providers
• Identifying policy features, charges, benefits and potential restrictions
• Highlighting guarantees, safeguarded benefits and other details requiring further investigation
• Preparing clear, accurate summaries of complex financial information
• Liaising with providers and internal colleagues to resolve technical queries
• Obtaining missing information and checking documentation for accuracy and completeness
• Supporting the review of transfer and consolidation cases
• Maintaining accurate records across internal systems
• Managing your workload to meet agreed deadlines and service standards

The candidate
We are looking for someone with previous paraplanning experience, strong technical knowledge and a thorough approach. You will be comfortable interpreting detailed information, managing competing priorities and communicating clearly with others.

• Previous experience in a paraplanning role
• A relevant Level 4 financial planning or paraplanning qualification, or working towards one
• Strong knowledge of pensions and retirement products
• Experience interpreting provider information and policy documentation
• An understanding of charges, guarantees, safeguarded benefits and transfer considerations
• Excellent attention to detail and strong analytical skills
• Strong organisational skills and consistent follow-through
• A proactive, reliable approach and an interest in financial technology

In return

• £40,000 £45,000 per annum
• Hybrid working with a modern Leicester office
• The opportunity to apply your paraplanning expertise within a technology-led business
• Exposure to digital systems and financial services processes
• The chance to contribute ideas and help improve day-to-day operations

Interested? Click Apply today.