Financial Paraplanner

2 weeks ago


Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time £40,000

We are excited to present an outstanding opportunity for a Paraplanner in the vicinity of Market Harborough to become part of an Independent Financial Advice organization.

The company is dedicated to offering top-notch advice to their clients, understanding the unique needs of each individual and customizing their services accordingly, providing a variety of solutions.

Currently, they are seeking a Paraplanner to join their current team at their Market Harborough office, driven by their ongoing success and expansion.

This is a fantastic chance and a fresh endeavor for a seasoned paraplanner to join a prominent financial planning company.

Main responsibilities:
  • Developing cash flow models
  • Compiling information/comparisons for assessment by the Planner
  • Participation in the discretionary bonus program
  • Matching pension contributions
  • Benefiting from generous sick leave
  • Opportunity for flexible work arrangements between home and the office
  • Enjoying 28 days of annual leave (Full-Time Equivalent)
  • Access to an online discount platform

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