Core Recruitment Ltd

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  • Core Recruitment Ltd

We are hiring PARAPLANNER!

๐Ÿ’ป๐–๐ž ๐š๐ซ๐ž ๐ก๐ข๐ซ๐ข๐ง๐ : ๐๐š๐ซ๐š๐ฉ๐ฅ๐š๐ง๐ง๐ž๐ซ!๐Ÿ’ป
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๐Ÿ“ Location: Lutterworth
๐Ÿ’ฐ Salary: ยฃ30,000.00 โ€“ ยฃ40,000.00 per year
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Weโ€™re working with a forward-thinking, client-focused financial advice firm thatโ€™s looking to hire an experienced Paraplanner to join their growing team.
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This is a key technical role supporting Financial Advisers with high-quality research, analysis, and the production of detailed suitability reports. The firm is known for its ethical approach, strong client relationships, and genuinely collaborative culture.
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๐Ÿ” ๐–๐ก๐š๐ญ ๐ฒ๐จ๐ฎโ€™๐ฅ๐ฅ ๐›๐ž ๐๐จ๐ข๐ง๐ :
โ–ช๏ธProducing suitability reports and financial planning documentation
โ–ช๏ธSupporting advisers with pensions, investments, protection & IHT planning
โ–ช๏ธUsing research tools and (ideally) cashflow modelling software
โ–ช๏ธDelivering accurate, compliant, well-structured financial advice support
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๐ŸŽฏ ๐–๐ก๐š๐ญ ๐ฐ๐žโ€™๐ซ๐ž ๐ฅ๐จ๐จ๐ค๐ข๐ง๐  ๐Ÿ๐จ๐ซ:
โ–ช๏ธMinimum 2 yearsโ€™ experience in a Paraplanner or technical support role (IFA environment)
โ–ช๏ธLevel 4 Diploma in Regulated Financial Planning (CII) โ€“ completed or in progress
โ–ช๏ธStrong analytical skills and excellent attention to detail
โ–ช๏ธConfident written communication skills
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๐Ÿ“ฉ If you’re an experienced Paraplanner looking for your next step in a firm that values quality advice and client outcomes, apply today.
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Send your CV to ๐๐š๐ฏ๐ž@๐œ๐จ๐ซ๐ž๐ซ๐ž๐œ๐ซ๐ฎ๐ข๐ญ๐ฆ๐ž๐ง๐ญ๐ฅ๐ญ๐.๐œ๐จ๐ฆ
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