Paraplanner

Perspective Financial Group Ltd; Crewe; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Extra paid day off for birthday

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Ltd in Crewe is looking for a Paraplanner to join their team. This role involves providing technical support to Financial Planners and delivering high-quality client service.

The successful candidate will conduct detailed research on clients’ financial arrangements and produce Financial Planning Reports that align with clients’ objectives. A competitive salary based on experience is offered, along with various employee benefits.

Qualifications

• Experience in providing high quality support.
• Ability to produce timely and compliant Financial Planning Reports.
• Strong interpersonal skills and a professional demeanor.

Responsibilities

• Provide technical support for Financial Planners
• Conduct detailed research on clients’ financial arrangements
• Produce Financial Planning Reports based on client assessments

Skills

Client service excellence

Financial Planning knowledge

Detail-oriented research

Job description

Job Description

We have a fantastic vacancy for a Paraplanner to join our Crewe Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.

You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (North West) Limited

Location: Crewe

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Benefits

• Extra paid day off to mark your birthday
• Electric Vehicle Scheme – lease brand‑new electric car through a salary sacrifice arrangement
• Cycle to Work Scheme – access a new bike and safety equipment through a salary sacrifice arrangement
• Eyecare Support – help stay comfortable and supported when working with display screen equipment
• Holiday Purchase Scheme – option to buy up to five additional days of holiday each year
• Long Service Awards – recognise commitment, loyalty and experience over time with the company
• Extra Discount Cards – easy way to make everyday spending go further
• Family Friendly Policy – support employees as they grow their families, whether through birth or adoption
• 25 days holiday
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme