Pensions and Financial Services Professional

4 days ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

This dynamic paraplanning role at Premier Jobs UK Limited offers a fantastic opportunity for a skilled professional to join our team in the Midlands. With a salary of £45,000 - £55,000 per annum, this position provides a stable income and career advancement prospects.

In this role, you will be responsible for providing high-quality paraplanning support to our Senior Financial Advisors. Your tasks will include:

  • Conducting thorough research and analysis to create personalized financial plans that cater to client requirements.
  • Developing and reviewing comprehensive financial documents to ensure accuracy and compliance.
  • Assisting with client interactions and follow-ups to deliver exceptional customer service.

To excel in this position, you must possess:

  • A recognized qualification in financial planning such as a diploma or degree.
  • Substantial experience in a paraplanning role where you have honed your analytical and communication skills.

We offer a motivating work environment, training opportunities, and a comprehensive compensation package that includes a pension scheme and generous annual leave provisions.



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