Full job descriptionJunior Paraplanner - Leicester - Up to £38,000
We are working with an award winning and B-corp financial planning firm based in Leicester who are looking for additional support within their Paraplanning Team. The firm pride themselves on being client focused and providing an holistic approach to financial planning.
They are looking for someone who has progressed through their RO exams and has some exposure within Paraplanning keen to take the next step and progress towards a full paraplanning role.
Benefits:
*Work-Life Balance: 3 days in the office and 2 days working from home
*Holiday: 25 days per annum plus statutory Bank Holidays
*4 passion days of leave a year
*Pension: 5% Employee and Employer contributions
*Professional exams paid for
*Death In Service: 4 x salary
*Private Medical Insurance: Vitality Healthcare (upon passing probation) with the option to add family members at a supplement
What’s needed to be considered?
In order to be considered for this Junior Paraplanner opportunity, candidates need to have:
*Working towards Level 4 Diploma in Financial Planning or equivalent.
*Previous experience in working for a wealth management firm.
*Understanding of the more technical administration work, including: Report Writing, draft suitability letters, full new business processing
*Desire to work as part of a team and progress within the firm.
What’s next?
Apply today to be considered for this Junior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Paraplanning, Adviser Support, Technical Administrator, Associate Financial planner, trainee Paraplanner, junior paraplanner
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