Paraplanning Professional

2 weeks ago


Huddersfield, Kirklees, United Kingdom M&G Full time

Salary & Benefits

  • £30,000 - £40,000 per annum
  • A comprehensive benefits package including pension scheme, life assurance, and private medical insurance
  • Ongoing training and development opportunities to support your career growth

About the Role

This is an exciting opportunity for a qualified or part-qualified Paraplanner to join our dynamic and quality-focused Paraplanning team in Huddersfield, Stirling, or Edinburgh office. You will be responsible for preparing detailed financial planning strategies in line with our clients' individual objectives.

As a key member of our Paraplanning team, you will work collaboratively with colleagues to improve overall quality outcomes and provide consistent compliant files. Your analytical skills will enable you to assess documentation standards in line with regulatory requirements.