Paraplanning Professional | Midlands Opportunity

1 week ago


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

We are seeking a highly skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will provide a full paraplanning function to one of our Senior Financial Advisors, ensuring client service and compliance are always delivered.

The role involves preparing and maintaining client files and client reviews, building cash flow models, undertaking research to identify appropriate financial planning solutions, and preparing recommendations and suitability reports. You will also be responsible for identifying areas for further financial planning, liaising with clients legal and tax advisors, and overseeing implementation of recommendations.

The ideal candidate will have experience as a Paraplanner, excellent suitability report writing skills, and experience of using cash flow modelling. Individuals holding full Diploma or close to achieving this would be preferred.

Key Responsibilities

  • Providing a full paraplanning function to one of our Senior Financial Advisors
  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Undertaking research to identify appropriate financial planning solutions
  • Preparing recommendations and suitability reports

What We Offer

  • A competitive salary of up to £42,000
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working with mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings


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