Paraplanner (Hybrid) - Market Harborough - Up to £42,000
Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!
We are working witha rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions toclients.
Key Responsibilities
- Preparing and maintaining client files and reviews.
- Building cash flow models.
- Crafting recommendations and suitability reports.
- Identifying areas for financial planning.
- Conducting independent research and collaborating with Financial Planners to find suitable solutions.
Knowledge
- In-depth understanding of the financial planning process.
- Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
- Exceptional suitability report writing skills.
- Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.
Benefits
- Flexible home working arrangements.
- 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
- Early finish Friday at 2:15pm
- Birthday day off (after probation).
- Sick pay: 5 weeks full pay, 8 weeks half pay.
- Income protection for up to 5 years.
- Pirkx online discounts and cashback, plus 24-hour access to a GP.
- 4x salary death in service.
- 5% matched pension contributions.
- Access to Academy for long-term career progression.
- Competitive bonus scheme.
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