Paraplanner

Paraplanner – Rotherham Office

We have a fantastic vacancy for a Paraplanner to join our Rotherham Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements.

After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

• Provide technical support in servicing clients’ financial advice needs.
• Conduct detailed research on clients’ existing and potential arrangements.
• Assess arrangements against client financial objectives.
• Produce timely and compliant Financial Planning Reports.

• Motivated, friendly, and professional at all times.
• Experience in providing high‑quality support to financial planners.
• Subject to satisfactory criminal‑record background checks.

Location:

Rotherham

Hours:

Monday – Friday 9am to 5pm with a one‑hour break (35 hours)
Salary:
Competitive, dependent on experience and qualifications. Available upon request.

• 25 days holiday
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme

Electric Vehicle Scheme – gives eligible employees the opportunity to lease a brand‑new electric car through a salary‑sacrifice arrangement.

Cycle to Work Scheme – provides employees the option to access a new bike and safety equipment through a salary‑sacrifice arrangement.

Eyecare Support – designed to help employees stay comfortable and supported when working with display‑screen equipment.

Holiday Purchase Scheme – gives eligible employees the option to buy up to five additional days of holiday each year.

Long Service Awards – designed to recognise the commitment, loyalty and experience that employees build over time with Perspective.

Extra Discount Cards – offer employees an easy way to make everyday spending go further.

Family Friendly Policy – supports employees as they grow their families, whether through birth or adoption.

Extra paid day off to mark a birthday.

Perspective plus – shaped around you: we believe that supporting our people goes beyond the workplace, and we offer a comprehensive range of employee benefits, shaped around you.