Location
Leicester
Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref87661
Recruiter Managing This Role
Paraplanner North Leicester Up to £45,000
Hours of Work: 35 hours per week (9am -4.30pm, Monday-Friday, with a 30-minute unpaid break for lunch)
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in a small office north of Leicester with the flexibility of hybrid working, this role offers a perfect blend of professional growth, stability, and work-life balance.
Benefits:
25 days annual leave, plus bank holidays.
Birthday day off, if this falls on a week day.
Employer pension contribution of 8%.
Death in service benefit of 4x annual salary.
Private Medical Insurance, with option to add family members (at own cost).
Annual medical check.
Discretionary bonus scheme.
Cycle to work scheme.
Rural location with free on-site parking.
Study support.
Hybrid working, with minimum 3 days in the office (following initial induction/training period) .
Key Responsibilities:
1. Collaborate with financial advisors to create comprehensive financial plans for clients.
2. Conduct research and analysis to support the development of suitable financial strategies.
3. Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
4. Minimum of 2 years experience as a Paraplanner.
5. Level 4 qualification is mandatory.
6. Proven track record of steady employment and commitment to roles.
7. Ability to balance remote work with occasional in-person meetings.