Paraplanner - Loughborough, East Midlands

Ref: 715Thursday 9 June 2022

£30,000 - £35,000

We are an Independent Wealth Management business based in Loughborough.  Our core aim is to help clients from all walks of life, as we believe that everyone deserves the opportunity to receive valuable financial advice. This means that you will be exposed to a huge array of clients and different situations to keep you engaged and on your toes.


The People

Our back-office team is made up of 13 people, including 5 Paraplanners. We have people from all different backgrounds so we're sure you will fit in and find a friend here!

We want you to be our new Paraplanner!


Role Function

Working closely with one of our Directors, this role is a client-facing research role We provide pooled support to our 13 Advisers on Pensions, Investments, Estate Planning and Insurance cases.


The Benefits

  • Salary £35,000
  • Christmas Bonus
  • Flexible Working
  • Hybrid Working (3 days from home)
  • Support & Training Bonus’ in line with continued examinations and experience
  • 25 Days Annual Leave (plus Bank Holidays and increasing with service)
  • Life Assurance Policy
  • Free Onsite Parking
  • Regular Social Events


The Development Opportunities

  • Full support and training provided.
  • Bonuses and pay rises in line with continued examinations and experience.
  • Fully funded Financial Services exams (even to Chartered.)
  • Options to progress into advising, if so desired, or grow into different roles within the company.
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