Paraplanner

Posted 27 March by Recruit UK

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Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm.

They deal with affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm.

The ideal candidate will need to have good paraplanning experience, ideally 2 years+ and be enroute to level 4 diploma in financial planning.

You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis.

What’s in it for you:

  • Basic salary up to £40,000
  • Offices in Durham
  • Join friendly paraplanning team
  • Scope for personal development
  • Flexible Working
  • 28 days holiday plus Bank Holidays includes Christmas Closure
  • Pension
  • Death in Service circa 5 times
  • Generous Study/Training Program

Skills and experience required:

  • 2 years+ Paraplanning Experience
  • Ideally enroute to Level 4 Diploma

Job Title: Paraplanner

Industry: Financial Planning

Location: Durham

Salary: £35,000 - £40,000

Job reference: 8975

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 fast growing Independent Financial Advice Company in Durham 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Required skills

  • Financial Advice
  • Financial Services
  • Paraplanning
  • Pensions
  • Report Writing
  • Independent Financial Advice

Application questions

Do you hold a qualification (Level 4 equivalent) in Financial Planning?
Do you have experience in Paraplanning?

Reference: 52387831

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