Paraplanner

Optimum Path

Location: Leicester, United Kingdom

Category: Finance

Salary: 0 - 0 GBP / yearly

Full-time

Job Description

Join our team as an experienced Paraplanner and play a crucial role in delivering exceptional service for our financial planning business. Competitive salary and excellent benefits offered.

Responsibilities

Building and manipulating financial lifetime goals
Co-writing suitability reports
Client data analysis and recording
Product research
Co-producing post-review suitability letters
Liaising with administration team

Qualifications

At least two years paraplanning experience
CII Certificate in Paraplanning or equivalent
In-depth understanding of financial planning products
Comprehensive understanding of regulatory framework
Consistent delivery of excellent service
Problem-solving skills

Perks & Benefits

Study support
25 days holiday plus bank holidays
8% pension contribution
Medical insurance
Free parking

Why Join Us?

Established in 1978, Optimum Path is an award-winning team of highly qualified financial planners. Join us and be part of our success as a Paraplanner.