Job Description Job Title: Paraplanner Financial Services 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. 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 Pension contributions ~30 days’ annual leave ~ Private medical insurance ~ Hybrid working ~ Strong benefits package ~ Ongoing development and career progression opportunities Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm Get in touch or apply online to find out more about this opportunity! 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. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Pension Paraplanner in Market Harborough employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
