Paraplanner (Pensions Management)

1 week ago

Market Harborough Leicestershire, United Kingdom Sovereign Wealth, Midlands Full time €40,000

Industry: Wealth Management / Financial Planning
Hours: Full-time, Monday - Friday

Join our vibrant wealth management firm, dedicated to offering comprehensive financial advice to individuals and businesses. As an ideal candidate, you thrive in a fast-paced environment, providing technical support through meeting preparation and Suitability Letter report writing, which documents the advice given to our clients. We are committed to supporting your career progression and development in this role.

Handle pension transfers, drawdowns, and inheritance tax planning
Respond to client inquiries via phone and email, resolving them professionally and promptly
Conduct detailed investment analysis, assessing performance and costs using FE Analytics
Ensure all financial plans and recommendations comply with industry regulations and internal policies

Minimum 1 year of experience as a paraplanner in a financial advisory firm - essential
Intermediate proficiency in Microsoft Outlook, Office, Word, and Excel
Strong technical knowledge of pensions and investments
22 days holiday plus bank holidays (increases with service)
~ Flexible start/finish times
~ Pension and incentive schemes
~ Company events
~ On-site parking
~ Sick pay
~ Access to financial planning services


Job Type: Full-time
Company events
Company pension
Financial planning services
On-site parking
Sick pay

If you are passionate about financial planning and seek a supportive environment to grow your career, we would love to hear from you.

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