Paraplanner

Posted 25 September by Recruit UK
Easy Apply

Register and upload your CV to apply with just one click

Are you a paraplanner looking to work in a firm that goes beyond client expectations? Then look no further!

Recruit UK are looking for a paraplanner to join a financial planning firm in Spalding.

The firm prides themselves on providing holistic advice to individuals in a clear and concise way.

Responsibilities as a paraplanner include but are not limited to:

  • Conducting product research
  • Gathering and analyzing information for new and existing clients
  • Preparing suitability reports
  • Preparing key illustrations and key documents
  • Remaining compliant at all times

What’s in it for you:

  • Salary up to £32,500 (dependent on qualifications and experience)
  • Generous holiday allowance
  • Auto-enrolment pension
  • Potential to work from home

Skills and experience required:

  • Ideally, those who have obtained the Level 4 Financial Planning Diploma or those working toward this
  • Relevant paraplanning experience for 2 years in a Wealth Management firm
  • Understanding and proven ability working with pensions, investments and IHT planning
  • Exceptional organizational skills

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 Leicester 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.

Reference: 40960386

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job