• Location


  • Sector:

    Administration & Business Professionals

  • Job type:


  • Salary:

    £40000 per annum

  • Contact:

    Nikki Tatton

  • Contact email:

  • Contact phone:

    0115 9222240

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


  • Consultant:


Paraplanner | up to £40,000 | Leicester | Permanent

Cherry Professional are pleased to be working with an established Financial Services company who are looking for a Senior Property Buying Agent. The client are a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection as well as functioning as a Property Services business.

About the role:

We are currently looking for an experienced paraplanner to join our existing team on a full time basis (with further flexibility on working from home arrangements), providing technical research services, and ensuring the preparation of client advice is of the highest quality and delivered
efficiently; while mitigating any risks to the business and assisting the business to achieve its goals.
  • Accurately prepare suitability reports and letters to target deadlines
  • Ensure all client work is compliant and supported with relevant paperwork
  • Undertake comparative research in preparation of client recommendations
  • Complete technical research as part of the existing arrangement review process
  • Understand clients overall financial position from IFA fact finds
  • Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks
  • Ensure all client queries are appropriately investigated and accurate responses given
  • Conduct annual reviews in line with SLA’s
Candidate Requirements
  • CII Diploma Qualification and above
  • Strong understanding of financial products and services
  • Ability to assess suitability in line with client’s goals
  • Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
  • Strong organisation skills with the ability to manage multiple caseloads at any one time
  • Knowledge of Truth and Intelligent Office is desirable professional is recruiting on behalf of the client. Have you also applied for the following roles, Financial Planning, Administration, Clerical roles.

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