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Paraplanner

3 months ago

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

Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.

Take the next step in your career now, scroll down to read the full role description and make your application.

This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.

They are currently looking to bring on a Paraplanner to join their existing team in their office in Market Harborough due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.

Duties as a paraplanner will involve, but not be limited to:

  • Building cash flow models
  • Prepare recommendations and suitability reports
  • Undertake research to identify suitable solutions to meet the clients
  • Prepare information/comparisons for analysis by Planner
  • Establish and build strong relationships with clients

What's in it for you?

  • Salary negotiable dependent on skills and experience up to £40,000
  • Discretionary bonus scheme
  • Matched pension contribution
  • Generous sick pay
  • Flexible home and office working
  • Group death in service
  • Group Income Protection
  • Assistance with future examinations
  • 28 dates annual leave (FTE)
  • Online discounts portal

Skills and experience required:

  • Level 4 Diploma or equivalent (desirable)
  • 3+ years' experience in a Paraplanning role