ParaplannerLocation; LeicestershireSalary; £(phone number removed)K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for a Paraplanner, to join their paraplanning team. ROLE OVERVIEW: The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working. MAIN TASKS SUITABILITY REPORTS: Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. RESEARCH: To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients To maintain records that meet the requirements of the firm and the FCA. OTHER AREAS: To ..... full job details .....