Paraplanner

Job Title: Paraplanner Industry: Financial Services Location: Market Harborough Salary: Up to £45,000 Reference Number: 10362 Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Market Harborough. As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience. Responsibilities: Research, analyse, and draft recommendation reports Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive Review clients'' investment portfolios, including performance, asset allocation, and risk profiles What''s in it for you: Salary up to £45,000 (dependent on skills, qualifications, and experience) Pension contributions 30 days'' annual leave Private medical insurance Hybrid working Strong benefits package Ongoing development and career progression opportunities Skills and experience required: Minimum of 1.5 years'' experience as a paraplanner within an independent financial advice firm Level 4 Diploma is desirable, but candidates studying towards it will also be considered Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services ..... full job details .....