Paraplanner

Posted 15 January by Recruit UK
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Job Title: Paraplanner

Industry: Financial Services

Location: Leicestershire

Salary: Up to £35,000

Job Description:

Recruit UK are looking for a paraplanner for our client based in Leicestershire.

This company is extremely client driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. Our client also invests in their employees, with some of their existing Paraplanners already Chartered or working their way toward - fully supported by the company.

This role of a paraplanner involves doing duties such as but is not limited to:

  • Supporting other members of the financial planning team
  • Engaging with clients through different communication methods
  • Obtain information to provide the best advice possible
  • Produce recommendations
  • Maintain strict confidentiality
  • Answer client queries

What’s in it for you as a Paraplanner:

  • Competitive salary up to £35,000 depending on experience
  • 25 days holiday including a shut-down at Christmas
  • 5% pension contribution, 3 x Death in Service, health insurance post probation
  • Continued study support

Skills and experience required:

  • Level 4 Diploma (desired)
  • Previous experience as a paraplanner
  • Ability to think independently
  • Organization and ability to prioritize tasks
  • Proven problem solving ability
  • Good communication skills including ability to discuss complex information

If you are looking for a paraplanner role where the company will invest as much time and effort into you as you do in your work, this is the role for you!

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 an Independent Financial Advice firm based in Leicestershire on a Paraplanning 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.

Required skills

  • Paraplanning

Reference: 39739554

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