Paraplanning Professional

12 hours ago


Leicester, Leicester, United Kingdom Pertemps Leicester Full time

Pertemps Leicester is seeking a highly motivated Paraplanning Professional to join our financial planning team. This role offers an excellent opportunity to gain valuable experience and training in a fast-paced environment.

Key Responsibilities:
  • Document Management: Maintain accurate and up-to-date financial planning documentation and reports.
  • Client Engagement: Assist senior paraplanners and advisors with client meetings and follow-ups, ensuring excellent customer service.
  • Analysis and Research: Assist in the analysis of clients' financial positions, goals, and objectives to provide informed recommendations.
  • Compliance and Risk Management: Ensure compliance with industry regulations and company procedures at all times.

A salary of £27,000 (reviewed annually) is available for this role, which is based in Leicester. The successful candidate will have strong analytical skills, a keen eye for detail, and excellent communication skills.

This position offers the chance to work in a dynamic and growing team, supporting senior team members and contributing to the success of Pertemps Leicester.



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