Paraplanner

Job Title: Paraplanner / Administrator
Salary: Up to £35,000 per annum
Location: Leicester, UK 

Benefits:

• 5% Pension Contribution
• 3 Times Death in Service
• Private Medical Health Care

The role is office-based.

We are representing a rapidly growing financial services firms, specialising in financial planning, investment management, and stockbroking. They operate their own global platform, offering unique opportunities for career growth and development.

Job Description: We are seeking a skilled and motivated Paraplanner / Administrator to join the team. This role offers the opportunity to support two financial advisers, as well as providing paraplanning support for direct investment clients. Additionally, you will play a key role in developing and supporting a financial administrator within the business. 

Key Responsibilities:

• Provide paraplanning support for two financial advisers
• Offer paraplanning support for direct investment clients 
• Establish a centralised client onboarding process, including conducting Customer Due Diligence (CDD) and Know Your Customer (KYC) procedures

Requirements:

• Previous experience in a similar role within the financial services industry.
• Strong organisational and time management skills.
• Excellent attention to detail.
• Ability to work independently and as part of a team.
• Knowledge of financial planning and investment management principles.

What next?

If you are a motivated individual with a passion for financial services and a desire to grow your career, we encourage you to apply for this exciting 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.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support