Full job descriptionParaplanner - 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.


*Benefits:
*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).
*Sick pay: 5 weeks full pay, 8 weeks half pay.
*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.
*Competitive bonus scheme.
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.