Paraplanner

Eden Rose

Job Ref

90833

Location

MARKET HARBOROUGH

Salary

£35,000 - £42,000 Per Annum

Employment Type

Permanent

Location: MARKET HARBOROUGH, Leicestershire
Type: Permanent
Job #90833
Salary: £35,000 - £42,000 Per Annum

Paraplanner (Hybrid) – Market Harborough – Up to £42,000

Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!

We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients.

Key Responsibilities

Preparing and maintaining client files and reviews.
Building cash flow models.
Crafting recommendations and suitability reports.
Identifying areas for financial planning.
Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Knowledge

In-depth understanding of the financial planning process.
Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
Exceptional suitability report writing skills.
Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.

Benefits

Flexible home working arrangements.
28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
Early finish Friday at 2:15pm
Birthday day off (after probation).
Sick pay: 5 weeks full pay, 8 weeks half pay.
Income protection for up to 5 years.
Pirkx online discounts and cashback, plus 24-hour access to a GP.
4x salary death in service.
5% matched pension contributions.
Access to Academy for long-term career progression.
Competitive bonus scheme.

If you’re an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we’d love to hear from you.