Junior Paraplanner

Eden Rose; Leicester; Hybrid; GBP 34,000 - 38,000; Full time

Benefits offered by this job

Hybrid work

25 days holiday

Pension 5%

Exam sponsorship

Death in service 4x salary

Private medical insurance

Job summary

Eden Rose in Leicester is seeking a Paraplanner support to join the team and progress toward a full paraplanning role. The role focuses on technical administration including report writing, suitability letters, and new business processing.

The successful candidate will be working towards Level 4 Diploma in Financial Planning with prior wealth management exposure, within a 3 days in-office/2 days remote setup.

Qualifications

• Working towards Level 4 Diploma in Financial Planning or equivalent.
• Previous experience in working for a wealth management firm.
• Understanding of the more technical administration work, including: Report Writing, draft suitability letters, full new business processing.
• Desire to work as part of a team and progress within the firm.

Responsibilities

• Provide paraplanning support to the wealth management team.
• Assist with report writing and drafting suitability letters.
• Process and support new business processing tasks.

Skills

Paraplanning

Report Writing

Draft Suitability Letters

New Business Processing

Education

Level 4 Diploma in Financial Planning

Job description

Job Ref: 90816
Location: Leicester
Salary: £34,000 - £38,000 Per Annum
Employment Type: Permanent

We are working with an award winning and B‑corp financial planning firm based in Leicester who are looking for additional support within their Paraplanning Team. The firm pride themselves on being client focused and providing an holistic approach to financial planning. They are looking for someone who has progressed through their RO exams and has some exposure within Paraplanning keen to take the next step and progress towards a full paraplanning role.

Benefits

• Work‑Life Balance: 3 days in the office and 2 days working from home
• Holiday: 25 days per annum plus statutory Bank Holidays
• 4 passion days of leave a year
• Pension: 5% Employee and Employer contributions
• Professional exams paid for
• Death In Service: 4 x salary
• Private Medical Insurance: Vitality Healthcare (upon passing probation) with the option to add family members at a supplement

Requirements and Qualifications

• Working towards Level 4 Diploma in Financial Planning or equivalent.
• Previous experience in working for a wealth management firm.
• Understanding of the more technical administration work, including: Report Writing, draft suitability letters, full new business processing.
• Desire to work as part of a team and progress within the firm.