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Paraplanner
4 weeks ago
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:nBuilding cash flow modelsnPrepare recommendations and suitability reportsnUndertake research to identify suitable solutions to meet the clientsnPrepare information/comparisons for analysis by PlannernEstablish and build strong relationships with clients
What’s in it for you?nSalary negotiable dependent on skills and experience up to £40,000nDiscretionary bonus schemenMatched pension contributionnGenerous sick paynFlexible home and office workingnGroup death in servicenGroup Income ProtectionnAssistance with future examinationsn28 dates annual leave (FTE)nOnline discounts portal
Skills and experience required:nLevel 4 Diploma or equivalent (desirable)n3+ years’ experience in a Paraplanning role
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Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
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