Paraplanner

Paraplanner - North Leicester - Up to £45,000
Hours of Work: 35 hours per week (9am -4.30pm, Monday-Friday, with a 30-minute unpaid break for lunch)

Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in a small office north of Leicester with the flexibility of hybrid working, this role offers a perfect blend of professional growth, stability, and work-life balance.

Benefits:
• 25 days annual leave, plus bank holidays.
• Birthday day off, if this falls on a week day.
• Employer pension contribution of 8%.
• Death in service benefit of 4x annual salary.
• Private Medical Insurance, with option to add family members (at own cost).
• Annual medical check.
• Discretionary bonus scheme.
• Cycle to work scheme.
• Rural location with free on-site parking.
• Study support.
• Hybrid working, with minimum 3 days in the office (following initial induction/training period).

Key Responsibilities:

• Collaborate with financial advisors to create comprehensive financial plans for clients.
• Conduct research and analysis to support the development of suitable financial strategies.
• Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

• Minimum of 2 years' experience as a Paraplanner.
• Level 4 qualification is mandatory.
• Proven track record of steady employment and commitment to roles.
• Ability to balance remote work with occasional in-person meetings.

What next?

If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.