Junior paraplanner Work, Jobs in Hinckley, Lec (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree

More jobs to discover

Find similar jobs that you might be interested in.

Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or…
£24,000 - £36,000 a year
Quick apply
Paraplanner (Remote)
AFH Financial Group —Bromsgrove
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.

I want to receive the latest job alerts for junior paraplanner in hinckley, lec

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

junior paraplanner jobs near hinckley, lec

Paraplanner jobs in Birmingham

Paraplanner jobs in Glasgow

Junior Paraplanner jobs in Durham

Paraplanner jobs in St Albans

Paraplanner jobs in Scotland

Paraplanner No Experience jobs in London

Paraplanner jobs in Bristol

Senior Fp&a Analyst jobs in London

Senior Assistant Psychologist jobs in London

Senior Paraplanner jobs in London

Senior Paraplanner jobs in Fleet

Senior Paraplanner

RGH‑Global Limited
Birmingham

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
Communication skills

Full job description

Senior Paraplanner

Location: Birmingham (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

Refine Your Search

junior paraplanner jobs in hinckley, lec

Senior Paraplanner

Paraplanner

More jobs to discover

I want to receive the latest job alerts for junior paraplanner in hinckley, lec

Explore jobs in more locations

Senior Paraplanner

Overview

Key Responsibilities

Team & Development

Skills & Experience

Additional Information

Jobseeker tools

Employer Tools

Browse

Stay Connected