1 Day Per Week in the Office | Flexible Working Hours | Early Finish Every Friday | Excellent Benefits All potential applicants are encouraged to scroll through and read the complete job description before applying. Looking to further your Paraplanning career with all the flexibility you could ever wish for!? If you're an experienced Paraplanner who enjoys the technical side of financial planning and wants to work for a modern, supportive and growing Financial Planning business, this could be the opportunity you've been waiting for. We're recruiting on behalf of one of the UK's most respected, Independent Financial Planning names, who are continuing to invest heavily in their Paraplanning function. Their technical teams are highly regarded internally, with Paraplanners playing a central role in delivering exceptional client outcomes rather than simply producing reports. You'll be joining a collaborative environment where your knowledge is respected, your opinion is valued and your career development is actively encouraged. Whether your passion lies in technical research, cashflow modelling or producing high-quality suitability reports, you'll have the opportunity to work alongside experienced Financial Planners and help deliver truly holistic financial advice. What's on offer? * Just one day required in the office during the working week * Flexible working hours throughout the week * Early finish every Friday to kick-start your weekend * 28 days annual leave plus Bank Holidays * Your birthday off every year * Excellent employer pension contribution * Income Protection * Death in Service cover * MediCash healthcare, GP access, wellbeing support. xdjnayx * Ongoing professional development through an industry leading internal academy * Genuine career progression within a growing national Financial Planning business * Supportive, flexible, friendly and highly collaborative culture The Role Working closely with a team of experienced Financial Planners, you'll provide first-class technical support and help deliver tailored financial planning solutions for a wide range of clients. Your responsibilities will include: * Producing detailed and personalised suitability reports * Conducting technical research across pensions, investments, protection and tax planning * Building and maintaining accurate cashflow models * Preparing recommendations that support holistic financial planning * Liaising with clients and pro...
Paraplanner - Up To £40,000 A Year employer: Exchange Street Claims & Financial Services
As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team