Paraplanner: Research‑Driven Financial Planning Support

Perspective Financial Group Ltd; Rotherham; On-site; GBP 28,000 - 38,000; 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

Perspective plus

Job summary

Perspective Financial Group Limited is recruiting a Paraplanner for our Rotherham office. You will support financial planners, conduct detailed research on client arrangements, and prepare compliant financial planning reports while maintaining high levels of client service. Hours are 9am–5pm, Monday to Friday, in-office.

We offer a range of employee benefits and a friendly, professional environment to develop your career within Perspective’s growing team in the North East/RPG network.

Qualifications

• Experience providing high-quality support to financial planners.

Responsibilities

• Work closely with Financial Planners to deliver technical support for client needs.
• Produce timely and compliant Financial Planning Reports.

Skills

Paraplanner

Financial research

Client service

Job description

Perspective Financial Group Limited is recruiting a Paraplanner for our Rotherham office. You will support financial planners, conduct detailed research on client arrangements, and prepare compliant financial planning reports while maintaining high levels of client service. Hours are 9am–5pm, Monday to Friday, in-office.

We offer a range of employee benefits and a friendly, professional environment to develop your career within Perspective’s growing team in the North East/RPG network.