Paraplanner

Eden Rose; Market Harborough; Hybrid; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Birthday day off

Early finish Friday at 2:15pm

28 days holiday + bank holidays

Income protection 5 years

Pirkx discounts & GP access

4x salary death in service

5% matched pension

Academy for progression

Job summary

Eden Rose is seeking an experienced Paraplanner for a hybrid role in Market Harborough with a salary up to £42,000. You will support Financial Planners by preparing client files, building cash flow models, and drafting suitability reports.

The role offers flexible home working, dedicated career progression through the Academy, and a comprehensive benefits package including pension, income protection, and birthday time off.

Qualifications

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

Suitability/report writing

Cash flow modelling

Research & collaboration

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 with a 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 to clients.

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.
• 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).
• 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.

If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.