Paraplanner: Research, Reports & Client-Focused Planning in Essex

Paraplanner: Research, Reports & Client-Focused Planning in Essex

Essex Full-Time 38250 - 46750 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Prepare high-quality reports and conduct research on pensions and investments.
  • Company: Join a respected financial services firm with a supportive team.
  • Benefits: Enjoy hybrid working, free parking, and clear career progression.
  • Other info: Work in modern offices with a professional and collaborative environment.
  • Why this job: Make a real impact in client-focused planning while ensuring compliance.
  • Qualifications: Experience as a Paraplanner and strong research skills.

The predicted salary is between 38250 - 46750 Β£ per year.

TIME Appointments Ltd on behalf of a respected financial services firm seeks an experienced Paraplanner to join a professional and supportive team.

You will prepare high-quality suitability reports, conduct research on pensions, investments and platforms, produce cashflow models, and support advisers with complex cases ensuring FCA compliance.

Hybrid/flexible working is offered with modern Ipswich offices, free parking, and clear career progression opportunities.

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Paraplanner: Research, Reports & Client-Focused Planning in Essex employer: TIME Appointments Ltd

Join a forward-thinking Claims Management company that prioritises employee growth and development, offering a competitive salary and substantial health benefits. With a strong focus on work-life balance through remote working and regular corporate retreats, this role provides an excellent opportunity for those looking to advance their careers in a supportive and innovative environment.

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Contact Details:

TIME Appointments Ltd Recruitment Team

We think you need these skills to ace Paraplanner: Research, Reports & Client-Focused Planning in Essex

Report Writing
Research Skills
Pension Knowledge
Investment Analysis
Cashflow Modelling
FCA Compliance
Client-Focused Planning