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PARAPLANNER - full or part time consideredLEICESTER (Our Ref AL1389)SALARY to c£42,000 dep on exp + benefitsMy client is a forward thinking, expanding national IFA and they now have exciting opportunities for experienced paraplanners to join their team.PARAPLANNER ROLE SUMMARYThe role involves working closely with a team of financial planning consultants, with support provided a team of administrators. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. This is an excellent career development opportunity for an experienced paraplanner to work with large and complex financial solutions in a prestigious firm.KEY RESPONSIBILITIES AND ACCOUNTABILITIESResearch and analyse products and providers for new clients, compiling suitability reportsPeriodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needsResearching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with investment ethosReviewing both new contracts and alterations in product provider’s terms. Make product recommendations to Financial AdvisorsEnsuring that all research material is on file and that records are organisedMaintaining procedures for the 'back office’Provide support to the financial advisers to ensure compliance and new business submission documentation is accurateUndertake annual review for existing clients, researching, analysing and making recommendations where applicable.SALARY & BENEFITSSalary dependent on skills