Paraplanner
Listed on 2026-08-19
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Finance & Banking
Accounting & Finance, Financial Reporting, Financial Analyst
Paraplanner
North West Leicestershire hybrid available (our )
Salary to £45,000 dep on exp + benefits
My client:
My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees.
They are proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make them an employer of choice.
Purpose of the Paraplanning role:
You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. You will successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.
Paraplanning role summary:
- Adhering to the Companys Service Excellence, you will be expected to always provide exceptional client service.
- The client is at the heart of their values and therefore all com...
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