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Paraplanner (First Service Financial)


First Service Financial

Job Description

We are looking for a full-time paraplanner to join our progressive team to continue to help bring value to the firm. Whether you are a fully qualified level 4 paraplanner or part way through examinations, we would like you to join the team!

Why should you apply?

  • Competitive salary - qualifications and experience-dependent

  • Support and training

  • Bonus’ and pay rises in line with continued examinations and experience

  • Discretionary Christmas bonus (depending on company performance)

  • Increasing holiday allowance based on service

  • Flexible-working hours

  • Fully funded Financial Services exams (even to Chartered)

  • Death in service policy

  • Free onsite parking

  • Social events

  • Options to progress into advising if so desired

  • Young and progressive management team that allows your voice to be heard at all levels!

Let’s talk about the job

As a paraplanner you’ll be expected to deal with the following:-

  • Investment research

  • Existing pension plan reviews

  • Preparing and compiling financial analysis data

  • Writing financial planning suitability reports

  • Analysing cashflow forecasts

  • Completing client reviews

  • Liaise with advisers to determine the best outcome for the client

Essentially everything you’d expect and want to do as a paraplanner.

Why us ?

First Service Financial is a firm of Independent Financial Planners with our central office 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 differing situations to keep you engaged on your toes.

Contact Direct Line: 01509 438325

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