Job Ref: 90816
Location: Leicester
Salary: £34,000 - £38,000 Per Annum
Employment Type: Permanent
We are working with an award winning and B‑corp financial planning firm based in Leicester who are looking for additional support within their Paraplanning Team. The firm pride themselves on being client focused and providing an holistic approach to financial planning. They are looking for someone who has progressed through their RO exams and has some exposure within Paraplanning keen to take the next step and progress towards a full paraplanning role.
Benefits
- Work‑Life Balance: 3 days in the office and 2 days working from home
- Holiday: 25 days per annum plus statutory Bank Holidays
- 4 passion days of leave a year
- Pension: 5% Employee and Employer contributions
- Professional exams paid for
- Death In Service: 4 x salary
- Private Medical Insurance: Vitality Healthcare (upon passing probation) with the option to add family members at a supplement
Requirements and Qualifications
- Working towards Level 4 Diploma in Financial Planning or equivalent.
- Previous experience in working for a wealth management firm.
- Understanding of the more technical administration work, including: Report Writing, draft suitability letters, full new business processing.
- Desire to work as part of a team and progress within the firm.
Junior Paraplanner in Leicester employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
