Paraplanner
Location - Hinckley / Hybrid (LE10)
Salary - Up to £45,000 pa depending on experience
Hours - Flexible; Full or Part time
An SJP Partner Practice in Hinckley, Leicestershire is looking to appoint an experienced Paraplanner to join their growing team.
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing bespoke financial advice to existing clients and prospects in all areas of personal and corporate financial planning including Retirement planning, investment planning, financial protection, mortgages, long term care, inheritance tax and estate planning.
This is an expanding and fast paced business based in Hinckley, Leicestershire.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant advice sets and reports for the Financial Advisors / Partners to present to clients.
As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updat...