Posted 14 May by Recruit UK

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Job Title: Paraplanner

Industry: Financial Services

Location: Warrington

Salary: £33,000 - £36,000

Job Reference: 9058

Job Description: Paraplanner

Recruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company.

Our client is award-winning and is one of the Largest Chartered Financial Planning firms in the UK. They are looking for Paraplanners to join an experienced Paraplanning team.

You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Ideally you will have experience utilising O&M Pensions, Select-a-Pension and using Wraps and Platforms.

What’s in it for you: Paraplanner position

  • £33,000 - £36,000
  • Head Offices in Cheshire
  • Pension Contribution
  • Private Medical Insurance
  • DIS
  • Ongoing study support and support with exams

Skills and experience required: Paraplanner position

  • Level 4 Diploma (as a minimum)
  • Experience as a Paraplanner in an IFA/Wealth Management firm
  • Excellent communication skills, both verbal and literate
  • Organisational and analytical 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 is pleased to be working with a UK Financial Planning firm 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.

Required skills

  • Financial Advice
  • Financial Planning
  • Financial Services
  • Investment
  • Paraplanning
  • Independent Financial Advice

Application question

Do you have experience within Paraplanning?

Reference: 52648816

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