Express Recruitment are delighted to be working in partnership with a highly respected and well-established Financial Planning firm who are seeking an experienced Paraplanner to join their growing team.
This is an exciting opportunity to join a supportive and collaborative organisation that genuinely invests in its people. In return, the successful candidate will receive a salary of c£41,200, 33 days holiday including bank holidays, a generous 10% non-contributory pension scheme, death in service benefit (4x salary), free onsite parking, access to an onsite gym, complimentary fruit and cereal, and the opportunity to work hybrid following a successful probation period (2 days working from home). There is also potential for a salary review after probation and genuine long-term progression opportunities, including the chance to develop into an Adviser role in the future.
Working closely with Advisers and senior members of the team, you will play a key role in delivering high-quality financial planning solutions by conducting technical research, producing suitability reports and supporting the delivery of exceptional client outcomes. This role would suit an experienced Paraplanner who enjoys the technical side of financial planning and is looking to join a business with an excellent culture, modern working environment and strong team ethos.
Roles & Responsibilities
· Conduct provider and product research, including fund performance analysis, risk assessments and cashflow modelling
· Prepare bespoke, compliant suitability reports tailored to individual client objectives and circumstances
· Analyse Fact Finds and KYC documentation to identify suitable financial planning recommendations
· Support Advisers with technical analysis, complex cases and evidence-based recommendations
· Manage cases through to completion whilst maintaining accurate records and ensuring deadlines are met
Skills & Experience
· Previous experience within a Paraplanner role in a Financial Planning or Wealth Management environment
· Strong technical knowledge of pensions, investments and retirement planning products
· Experience producing suitability reports and carrying out detailed financial research
· Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion
· Excellent organisational skills, attention to detail and ability to manage multiple priorities
About Express Recruitment
Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.
We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on https://bit.ly/3IaEnI7
Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.
Vacancy Summary
Location: Countesthorpe, Leicestershire
Hours: Full Time, Monday – Friday
Salary: c£41,200 per annum, D.O.E
Job Type: Permanent
Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.
This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.
Pay: £41,200.00 per year
Experience:
- UK address history : 3 years (preferred)
Language:
- English fluently (preferred)
Licence/Certification:
- Unrestricted right to work in the UK (preferred)
Work Location: In person
