(JL98) Paraplanner

Leicestershire | £30,000.00 - 42,000.00 Per Annum

Job Title: Paraplanner

Salary: £30,000 - £42,000

Location: Leicestershire

Experience (essential): 18 months paraplanning experience

Qualifications (essential): Dip PFS (or equivalent)

The proposition

·        The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact.

·        Day to day duties will include but not be limited to:

o   Report to Technical Manager and Director

o   Working to tight deadlines efficiently and with accuracy

o   Working alongside the Financial Planners to deliver client objectives and goals

o   Dealing with telephone enquiries with clients/providers

o   Support and guide the administration and paraplanning team

o   Monitoring Existing clients and identifying opportunities

o   Writing financial plans

o   Researching the content for financial plans

o   Various Implementation when required

o   Ensuring that plans are compliant, ethical and in line with current legislative and legal guidelines.

o   Assisting the Client Relationship Team with Suitability Letters, Cash-Flow Forecast construction and other ad hoc administrative duties.

·        The successful candidate will receive a basic salary of £30,000 to £42,000 with a discretionary bonus paid quarterly. You will also receive financial support towards any professional exams and development and a salary increase of up to £2000 for each professional exam completed. Holiday entitlement will be 20 days plus an extra day added per year of service.

The Company

·        Our client is an Award Winning, Chartered Independent financial planning firm founded over 10 years ago. They have a team of diverse and highly skilled individuals. They value their staff and the ideas that they bring to the table to achieve their goals and improve the business for the better. They are always looking for talented individuals to join their team.

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors, Lewis Byford/Lee Old. Alternatively find us on LinkedIn and send us a message!