Hybrid Paraplanner Role
3 weeks ago
We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited, a leading IFA firm in the Midlands.
In this role, you will work closely with our Senior Financial Advisors to deliver exceptional client service and compliance.
Your key responsibilities will include preparing and maintaining client files, building cash flow models, undertaking research, preparing recommendations, and overseeing implementation.
To succeed in this role, you should have experience as a Paraplanner, excellent suitability report writing skills, and proficiency in cash flow modelling software.
A Diploma in a relevant field would be advantageous, but not essential.
We offer a competitive salary of up to £42,000, plus a range of company benefits, including pension, life assurance, group income protection, health cash plans, and salary exchanges.
The role also offers flexible working arrangements, including hybrid working from home and office locations in Bromsgrove or Market Harborough.
Key requirements include strong communication skills, attention to detail, and the ability to work independently.
If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000We are looking for a talented Financial Services Professional to join our team in the Midlands as a Paraplanner. In this role, you will work closely with one of our Senior Financial Advisors, providing a full paraplanning function and supporting the delivery of exceptional client service.The role requires:Developing and implementing comprehensive financial...
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Midlands Paraplanner Role
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Benefits PackageWe offer a competitive salary of up to £42,000, plus an attractive benefits package including:Pension schemeLife assuranceGroup income protectionHealth cash plansSalary exchangesIn addition, we provide excellent ongoing employee wellbeing programs and a hybrid working arrangement that allows for a mix of home, office, and client meetings.
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeRole Overview">This exciting Paraplanner opportunity is available with a rapidly growing financial planning firm in the Midlands.">You will work closely with a Senior Financial Advisor, providing a comprehensive paraplanning service to clients while ensuring excellent client service and compliance.">">Prepare and maintain client files and reviews">Create...
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the Role:">We are seeking a skilled Paraplanner to join our team in the Midlands. As a key member of our back-office team, you will provide support to our Senior Financial Advisors, ensuring client service and compliance are always delivered.">Key Responsibilities:">Your key responsibilities will include preparing and maintaining client files, building...
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