Paraplanner: Insightful Research & Client Reports

Perspective Financial Group Ltd; United Kingdom; Remote; GBP 26,000 - 38,000; Full time

Benefits offered by this job

EV Scheme

Cycle to Work

Eyecare Support

Holiday Purchase

Long Service Award

Discount Cards

Family Friendly Policy

Perspective Plus

25 days holiday

Pension

Parental Pay

Life Assurance

Learning & Development

Employee Referral

Job summary

Perspective Financial Group Ltd. is seeking a Paraplanner for our Stoke-on-Trent office. You will work closely with Financial Planners, providing technical support and conducting in-depth client research to prepare compliant financial planning reports.

The role emphasizes high-quality client service, teamwork, and professional conduct; office hours are Monday–Friday, with salary available upon request and benefits listed below.

Qualifications

• Experience supporting Financial Planners or advisers.
• Strong client service and research skills.
• Ability to produce compliant financial planning reports.

Responsibilities

• Provide technical support to Financial Planners.
• Conduct research on client arrangements and objectives.
• Prepare timely regulatory-compliant financial planning reports.

Job description

Perspective Financial Group Ltd. is seeking a Paraplanner for our Stoke-on-Trent office. You will work closely with Financial Planners, providing technical support and conducting in-depth client research to prepare compliant financial planning reports.

The role emphasizes high-quality client service, teamwork, and professional conduct; office hours are Monday–Friday, with salary available upon request and benefits listed below.