Paraplanner

Overview

Paraplanner

Location:

Leicestershire
Salary: £28,000 - £37,000 per annum (DOE)

Hours:

Monday-Friday, 9:00am-5:00pm

Contract:

Full-time, permanent
Flexibility:
Potential for flexible working for the right candidate

Our client, a well-established Chartered IFA and accountancy firm based in Leicestershire, is looking to recruit an experienced and detail-focused Paraplanner to join their growing financial planning team.

This is an excellent opportunity for a Paraplanner seeking long-term progression within a professional, supportive environment, with strong backing for exams, career development and future advancement.

• Supporting Financial Advisers with full paraplanning duties
• Preparing suitability reports, financial planning recommendations and technical research
• Conducting detailed product and fund research
• Analysing client information and financial objectives
• Ensuring all work is compliant with FCA regulations and internal standards
• Liaising with advisers, administrators and providers as required

• Previous experience working as a Paraplanner (or strong technical administrator looking to step up)
• Good working knowledge of pensions, investments and protection products
• Strong attention to detail and technical ability
• Progress towards, or willingness to study for, relevant financial planning qualifications (e.g. Diploma in Regulated Financial Planning)
• Excellent written and verbal communication skills
• Organised, proactive and able to manage workload effectively

• Salary of £28,000 - £37,000 per year (depending on experience)
• Excellent progression opportunities within a Chartered firm
• Full study support for professional qualifications
• Monday to Friday working hours (9-5)
• Potential for flexible or hybrid working for the right candidate
• Supportive, professional and collaborative working environment
• Additional benefits package

Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our commercial team. If successful, you will need to digitally register with our agency (if you haven t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

About Regional Recruitment Services - A Recruitment Agency in Leicester.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website.