Paraplanner - Plymouth

Posted 15 November by Recruit UK

Recruit UK has partnered with a national, award-winning financial planning company that are in an excellent period of growth. This is a great time to join a company that will allow you to grow as a vital part of a successful firm.

Their Management structure comprises industry leaders who recognise that their people are essential in delivering their excellent level of customer service. You will be encouraged and supported to unlock your true potential, building fulfilling rewarding lifelong career pathways.

As a paraplanner you will be reviewing, analysing and preparing compliant financial plans for clients that are in line with standards only an award-winning company can set.

You will be supported by a dynamic administration team enabling you to focus offering clients the experience they deserve from working with a leading wealth management company.

You will receive a competitive salary up to £40k and benefits package including Death in Service, a Pension, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.

Ideally, you will have 3+ years financial services experience however, you must hold the Level 4 Diploma in Financial Planning

For more information on this role, please contact Keely Parsons at Recruit UK on 01179-170414, quote ref 11805

Application questions

Do you have 3 years financial services experience?
Are you level 4 diploma qualified?

Reference: 33190711

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