Paraplanner

Posted 9 January by Recruit UK

Job Title: Paraplanner

Industry: Financial Services

Location: Taunton, Somerset

Salary: up to £30,000

Reference Number: 14423

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Chartered Wealth Management Firm.

This is an opportunity for someone that has technical experience and is looking for a new position. They have an excellent salary alongside great benefits and are committed to ensuring your success within the industry.

Your duties will include but not be limited to:

  • Report writing
  • Fact finding
  • Client Service/ Review - first contact for clients with any technical queries
  • Prepare recommendations; complete / send documents, application forms, suitability reports
  • Team working; work alongside Paraplanners / Client Administrators / Financial Advisers/Planners
  • Compliance; Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulations
  • Collate and pre-populate New Business / Servicing forms and application packs
  • Produce and issue client fee invoices
  • Assist colleagues during absence and holidays


What’s in it for you:

  • Supportive company that will encourage your development
  • Salary range up to £30,000 (negotiable)

Skills and experience required:

  • Experience as a technical paraplanner
  • DipFA qualified or near qualified
  • Direct IFA experience (ideally 3 yrs+) desirable
  • Experience liaising with clients and advisers
  • No face to face experience needed

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Chartered Wealth Management Firm based in Taunton on Paraplanner role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Application questions

Qualified or Near the Diploma in Financial Planning?
Do you have technical paraplanning experience?

Reference: 39694401

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