Paraplanner
Job Title: Paraplanner
Industry: Wealth Management
Location: Stockton-on-Tees
Salary: £30,000 - £40,000
Job reference: 8968
Job Description:
Are you looking to advance your Paraplanning career?
Recruit UK are proud to be working with a leading Independent Financial Planning firm who are seeking a detail-oriented Paraplanner to join the team in their Stockton-on-Tees office. Your role will involve working alongside the Financial Planners to craft tailored financial plans for their clients and ensure all clients needs are met to a high standard.
Duties will include:
- Gathering and analysing data
- Conducting research
- Preparing suitability reports
- Remaining compliant at all times
- Preparation of illustrations and key documents
- Dealing with client queries
- Tax calculations
- Cashflow modelling
Benefits:
· 25 days paid annual leave
· Salary up to £40,000
· Pension Scheme
· Hybrid working allowance (40 days a year)
· Death in Service (3 x Salary)
· Free eye tests and contribution toward glasses
· Long-term study support and paid-for qualifications
· Employee Assistance Programme for employees and family use
· Bike Loans
Skills and experience required:
· Previous Paraplanning experience
· Working towards Level 4 Diploma in Financial Planning (desirable)
· Ability to multitask
· Problem solving skills
· Excellent communication skills - both written and verbal
· Ability to work independently and as a team
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 Planning firm in Stockton-on-Tees on a 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.
Reference: 52374466
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'