Junior Paraplanner – Hybrid Wealth Planning Career Growth in Leicester

Junior Paraplanner – Hybrid Wealth Planning Career Growth in Leicester

Leicester Full-Time 25000 - 32000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the team with report writing and new business processing.
  • Company: Eden Rose, a forward-thinking wealth planning firm in Leicester.
  • Benefits: Hybrid work model, career progression, and support for Level 4 Diploma.
  • Other info: Join a supportive team and develop your skills in a dynamic environment.
  • Why this job: Kickstart your career in wealth planning with hands-on experience and growth opportunities.
  • Qualifications: Prior exposure to wealth management and a passion for financial planning.

The predicted salary is between 25000 - 32000 Β£ per year.

Eden Rose in Leicester is seeking a Paraplanner support to join the team and progress toward a full paraplanning role.

The role focuses on technical administration including report writing, suitability letters, and new business processing.

The successful candidate will be working towards Level 4 Diploma in Financial Planning with prior wealth management exposure, within a 3 days in-office/2 days remote setup.

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Junior Paraplanner – Hybrid Wealth Planning Career Growth in Leicester employer: Eden Rose

Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.

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Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Junior Paraplanner – Hybrid Wealth Planning Career Growth in Leicester

Report Writing
Suitability Letters
New Business Processing
Technical Administration
Wealth Management Exposure
Level 4 Diploma in Financial Planning
Attention to Detail