Paraplanner
Job Title: Paraplanner
REF: 8895
Are you an experience Paraplanner?
Are you Level 4 Diploma qualified?
Recruit UK are seeking a Paraplanner to join a prestigious wealth management firm.
The ideal candidate will be fully diploma qualified, have previous experience with suitability report writing, good technical knowledge and an understanding of the financial planning process.
This is a fantastic opportunity to join a dynamic and growing financial planning firm that values its employees and offers a competitive salary and benefits package.
Duties will include but not be limited to the following:
- Work with the advisers to make recommendations in line with clients’ needs
- Suitability report writing
- Cashflow modeling
- Attend client meetings as required
- Analyse client information and existing investments/ policies
- Tax calculations
Benefits:
- Salary up to £45,000
- Pension contribution
- Life assurance
- 28 days holiday + bank holiday
- Access to flexible benefits platform
- Hybrid working (2 days in the office)
Skills and experience required:
- 2-3 years paraplanning experience
- Level 4 Diploma in Financial Planning, ideally interest in or working towards Chartered
- Technical knowledge and an understanding of financial products
- Experience of Curo, FE Analytics and Voyant (advantageous)
Reference: 52100030
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'