Hybrid Paraplanner for Bespoke Financial Planning

Bespoke Financial Recruitment Solutions; Leicester; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Non-contributory pension (7% employer contribution)

Paid CII membership

33 days holiday (21 flexible days + 12 office closure/bank holidays)

Family-friendly working culture

Job summary

A reputable financial planning firm in Leicester is seeking a Paraplanner to join their award-winning team. This full-time role offers a competitive salary between £35,000 and £45,000, depending on experience. Responsibilities include supporting Financial Advisers, conducting research, preparing reports, and developing financial plans. Strong knowledge of financial planning, excellent analytical skills, and a Level 4 Diploma in Financial Planning are required. The firm fosters a family-friendly culture with hybrid working options available.

Qualifications

• Strong knowledge of financial planning and investments.
• Excellent analytical and report-writing skills.
• Clear verbal and written communication.

Responsibilities

• Conduct research and analysis.
• Prepare compliant suitability reports.
• Analyze financial data and develop personalized financial plans.

Skills

Financial planning knowledge

Analytical skills

Communication skills

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

IRESS Xplan

Job description

A reputable financial planning firm in Leicester is seeking a Paraplanner to join their award-winning team. This full-time role offers a competitive salary between £35,000 and £45,000, depending on experience. Responsibilities include supporting Financial Advisers, conducting research, preparing reports, and developing financial plans. Strong knowledge of financial planning, excellent analytical skills, and a Level 4 Diploma in Financial Planning are required. The firm fosters a family-friendly culture with hybrid working options available.