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Paraplanner

3 months ago

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

Job Title: Paraplanner at a Leading Financial Planning Firm

Company: Recruit UK

Recruit UK is excited to present a fantastic opportunity for a Paraplanner located near Market Harborough to become part of an Independent Financial Advice practice. This company is dedicated to delivering top-notch advice to their clients, understanding the unique needs of each individual and customizing their services accordingly, providing a wide range of solutions.

They are currently seeking a Paraplanner to join their dynamic team at the Market Harborough office, driven by their continuous success and expansion. This role offers an exciting challenge for an experienced paraplanner to thrive in a reputable financial planning firm.

  • Building cash flow models
  • Preparing recommendations and suitability reports
  • Conducting research to find appropriate solutions for clients
  • Compiling information for analysis by the Planner
  • Developing and nurturing client relationships

Benefits Include:

  • Competitive salary up to £40,000 based on skills and experience
  • Performance-based bonus program
  • Matching pension contributions
  • Excellent sick pay benefits
  • Option for flexible work arrangement between home and office
  • Group life insurance and income protection
  • Support for further professional development and examinations
  • 28 days of annual leave
  • Access to online discounts portal

Skills and Experience Required:

  • Preferably hold a Level 4 Diploma or equivalent
  • Minimum of 3 years' experience in a Paraplanning role