Job Title: Paraplanner
Industry: Financial Services
Location: Market Harborough
Salary: Up to £45,000
Reference Number: 10362
Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Market Harborough.
As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.
Responsibilities:
- Research, analyse, and draft recommendation reports
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
- Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
- Review clients’ investment portfolios, including performance, asset allocation, and risk profiles
What’s in it for you:
- Salary up to £45,000 (dependent on skills, qualifications, and experience)
- Pension contributions
- 30 days’ annual leave
- Private medical insurance
- Hybrid working
- Strong benefits package
- Ongoing development and career progression opportunities
Skills and experience required:
- Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm
- Level 4 Diploma is desirable, but candidates studying towards it will also be considered
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Paraplanner in Market Harborough employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
