Paraplanner

Tekk Fusion; Market Harborough; Hybrid; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Flexible home working

28 days holiday

Early finish Friday

Birthday day off

Sick pay

Income protection

Pirkx discounts

Death in service 4x

Pension 5% match

Career Academy access

Bonus scheme

Job summary

Tekk Fusion is looking for an experienced Paraplanner in Market Harborough to join a flexible, career‑advancing role within a growing financial services firm. You will support Financial Planners by preparing client files, building cash flow models, and drafting tailored suitability reports.

The position offers hybrid working arrangements, a competitive bonus scheme, and a package designed to support ongoing professional development and career progression within a supportive team.

Qualifications

• Demonstrated knowledge of the financial planning process.
• Strong technical knowledge across pensions, investments, IHT, tax planning, and protection.
• Excellent suitability report writing skills.
• Commitment to staying updated on product, technical, and legislative changes.

Responsibilities

• Preparing and maintaining client files and reviews.
• Building cash flow models.
• Crafting recommendations and suitability reports.
• Identifying areas for financial planning.
• Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Skills

Financial planning process

Pensions

Investments

IHT planning

Tax planning

Protection

Suitability reports

Regulatory updates

Job description

Paraplanner (Hybrid) - Market Harborough - Up to £42,000

Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!

We are working witha rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions toclients.

Key Responsibilities

• Preparing and maintaining client files and reviews.
• Building cash flow models.
• Crafting recommendations and suitability reports.
• Identifying areas for financial planning.
• Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Knowledge

• In-depth understanding of the financial planning process.
• Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
• Exceptional suitability report writing skills.
• Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.

Benefits

• Flexible home working arrangements.
• 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown).
• Early finish Friday at 2:15pm
• Birthday day off (after probation).
• Sick pay: 5 weeks full pay, 8 weeks half pay.
• Income protection for up to 5 years.
• Pirkx online discounts and cashback, plus 24-hour access to a GP.
• 4x salary death in service.
• 5% matched pension contributions.
• Access to Academy for long-term career progression.
• Competitive bonus scheme.