Paraplanner

Join a local Financial Services firm in South Leicester as a Paraplanner and provide support to their team of Financial Advisors. Conduct full financial planning research, analysis, and report writing, and manage complex cases from start to finish.

Requirements

• Experience in undertaking paraplanning duties
• Good understanding of investment, retirement, and pension products
• Level 4 Diploma in Financial Planning or equivalent
• Organised approach to work and ability to handle multiple cases simultaneously
• Confidence working independently and within a team

Benefits

• Salary of up to £35,000 depending on experience
• Modern offices with free parking, kitchen, dining, and gym facilities
• Up to 2 days from home after probation
• 25 days holiday plus bank holidays
• 37.5 hours per week, Monday to Friday
• Regular paid team events
• Passionate business helping clients