Paraplanner (Marlborough)

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

Benefits offered by this job

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 Marlborough is seeking a Paraplanner to provide essential support to Financial Planners and enhance client service. The role involves researching clients’ financial needs and producing compliant Financial Planning Reports. Ideal candidates should be motivated and professional, with a strong focus on client satisfaction. The company offers a competitive salary and employee benefits including an Electric Vehicle Scheme, Cycle to Work Scheme, and a Family Friendly Policy.

Qualifications

• Experience in providing high quality support.
• Ability to produce timely and compliant Financial Planning Reports.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Provide technical support to Financial Planners.
• Conduct detailed research on clients’ financial arrangements.
• Assess clients’ needs against financial objectives.

Job description

Perspective (South West) Ltd – Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Marlborough 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 (Gould) Ltd

Location: Marlborough

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

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

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

Employee Benefits

Electric Vehicle Scheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle to Work Scheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

Eyecare Support

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

Holiday Purchase Scheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

Long Service Awards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

Extra Discount Cards

Extra Discount Cards give employees an easy way to make everyday spending go further.

Family Friendly Policy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspective plus
Shaped around you

• 25 days holiday
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY