Paraplanner Work, Jobs in Corby, Nth (with Salaries)

Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Paraplanner
Boolers —Enderby
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- No degree
- Computer skills
- Business
- Free parking
- Health & wellbeing programme
Quick apply
13d

Discover related jobs

Based on your search for paraplanner jobs.

Financial Services Administrator
Witcher Associates —Leicester
Liaising with clients, product providers and third parties by telephone and email. Supporting the administration of pensions, investments, protection and other…
£25,500 - £33,000 a year
Quick apply
10d
Trainee Mortgage Adviser
The New Homes Group —Leicester
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, CII qualified Mortgage & Protection…
£25,000 - £50,000 a year
Quick apply

I want to receive the latest job alerts for paraplanner in corby, nth

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near corby, nth

Paraplanner jobs in Leicester

Paraplanner jobs in Bolton

Paraplanner jobs in Hoddesdon

Chartered Paraplanner jobs in London

Paraplanner jobs in Farnborough

Paraplanner jobs in Manchester

Paraplanner jobs in Brighton

Paraplanner jobs in Burnham On Sea

Trainee Paraplanner jobs in Leighton Buzzard

Trainee Paraplanner jobs in Chester Le Street

Paraplanner jobs in Scotland

Paraplanner jobs in Cheltenham

Paraplanner jobs in London

Paraplanner

RGH‑Global Limited
Leicester

Apply Now

Job details

Permanent
£35,000 - £41,000 a year

Qualifications

Microsoft Word
Investment
Financial planning
Pension
Report generation
Suitability report preparation
Financial report writing
Microsoft Office Suite
Technical support
Financial analysis
Organisational skills
Investment analysis in financial services industry

Full job description

Location: Leicester (hybrid working after probation)
Salary: £35,000 – £41,000

The Opportunity

An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases, carrying out research, analysis, and report writing while supporting advisers in developing suitable financial planning recommendations.

Key Responsibilities

Conduct provider and product research, including fund performance reviews, risk analysis, and cashflow modelling using industry-standard tools.
Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
Provide technical support and research to advisers, delivering evidence-based recommendations.
Manage complex cases from initial review through to completion, resolving technical queries and ensuring appropriate outcomes.
Work independently to manage workloads effectively, meeting agreed deadlines and service standards.
Communicate professionally with clients, advisers, and colleagues via telephone, email, and written correspondence.
Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.

Skills & Experience

The successful candidate will demonstrate:

Previous paraplanning experience within a financial planning or wealth management environment.
Strong technical knowledge of pensions, investments, retirement planning, and financial products.
Proven suitability report writing skills and the ability to interpret client information accurately.
Experience in:
- Investment and fund analysis
- Risk profiling and portfolio research
- Cashflow forecasting and modelling
A client-focused approach with a commitment to delivering excellent service.
Excellent attention to detail and a strong understanding of compliance requirements.
Strong organisational skills with the ability to prioritise multiple tasks and manage deadlines effectively.
Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Teams.
Experience using financial planning software and back-office systems would be advantageous.

Qualifications

Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent, or currently working towards completion.

Benefits

Competitive salary of £35,000 – £41,000 depending on experience.
Opportunity to join a supportive and collaborative team environment.
Ongoing professional development and support towards further qualifications.
Hybrid working available after the probation period

Apply Now

Refine Your Search

paraplanner jobs in corby, nth

Paraplanner

Paraplanner

Discover related jobs

I want to receive the latest job alerts for paraplanner in corby, nth

Explore jobs in more locations

The Opportunity

Key Responsibilities

Skills & Experience

Qualifications

Benefits

Jobseeker tools

Employer Tools

Browse

Stay Connected