Job Title; Paraplanner

Salary; £30,000 – £35,000 per annum

Shift Pattern; Monday – Friday 8:30am – 5:00pm

Location; Leicester, Leicestershire

Our client, an expanding firm based in Leicester, are seeking an experienced Paraplanner to join their team. The role will consist of providing support to the Financial Advisory and Planning function of the business involving both client-facing and administrative duties.

If you are a qualified Paraplanner and are seeking a new opportunity with excellent prospects for progression and development then please apply!

The Paraplanner Role;

  • Working with clients regarding pensions, investments and other products
  • Creating reports on suitability and recommendations
  • Conducting product and wider market research
  • Meeting compliance standards in line with regulations
  • Managing client reviews for the firm
  • Preparing documents and paperwork
  • Dealing with client queries and product providers

The Paraplanner Candidate;

  • Qualified with Diploma in Financial Planning
  • Excellent analytical skills and report writing experience
  • Strong financial background in Paraplanning
  • Excellent communication skills

The Paraplanner Benefits;

  • Immediately available opportunity
  • Company benefits
  • Permanent role
  • Excellent career progression

If you are interested in the Paraplanner opportunity please apply directly through this website or call Jacob Thomas Associates and ask for Jack.

Apply for this position

If you are applying for any of the vacancies listed on our website we recommend sending a CV or brief outline to us by prior to giving us a call. Please use the form below or email jobs@jacobthomas.co.uk