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| Job Location | Loughborough |
| Education | Not Mentioned |
| Salary | 27,000 - 35,000 per annum, negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Job Title: ParaplannerSalary: £ 27,000 - £35,000Location: LoughboroughA well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have a strong client following and have a large amount of FUM for a smaller business and theyare now looking to bolster their advising team.Provide Financial Advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning. They also have an investment management offering, so this role will be varied and would suit someone who is reallylooking to utilise their technical knowledge and relationship management skills within an independent firm.The Role:This role would suit someone who is comfortable in a paraplanning position but is looking for a more enjoyable, professional environment where they could develop their skillset with assisting the advisors with holistic, tailored recommendations. There isan existing team of paraplanners and you would have some technical professionals around you to collaboratively work together on complex cases.This role would involve supporting the firms financial planners with technical duties such as; suitability report writing, fact finding, product research, risk profiling and being involved with some client meetings.Being a well-established firm, there is also a strong benefits package on offer and they provide a friendly culture based around working together to achieve the best results.The Required Skills:
Keyskills :
Financial AdviceParaplanningWealth ManagementFinancial PlannersRetirement Planning