Eden Rose
Paraplanner
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Job Ref
90816
Location
Leicester
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent
Location: Leicester, Leicestershire
Type: Permanent Job #90816 Salary: £35,000 - £45,000 Per Annum
Paraplanner – Leicester – Up to £45,000
Due to a recent acquisition the company are now looking for a new Paraplanner to join the team in their Leicester office. The current Paraplanner has progressed into a trainee advisor role so there is a space in the new team. The client have 3 offices based around the UK.
Benefits
- Discretionary Bonus
- 25 day holiday plus Christmas (holiday buy scheme)
- 4 passion days of annual leave a year
- Social events
- PMI
- 5% matched Pension Scheme
- DIS
- Benefit from referral schemes
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What’s needed to be considered?
In order to be considered for this Paraplanner opportunity, candidates need to have –
- Level 4 Diploma in Financial Planning or equivalent.
- Strong understanding of financial principles, investment strategies, and planning techniques.
- Previous experience in a financial institution or advisory firm in a support role is advantageous.
- Familiarity with financial software, tools, and databases.
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What’s next?
Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Keywords: paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner
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