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Technical Research Paraplanner - Salisbury

Posted 25 January by Recruit UK Easy Apply Ended

My client in Salisbury is looking for a motivated Diploma qualified paraplanner with strong communication skills to join their forward thinking holistic Chartered Financial Planning business due to an internal promotion which is because of the rapid growth within the business.

This is a very friendly and vibrant medium sized office within an open space, they pride themselves on having no micromanagement, so are looking for someone who can manage their own workload. They are a very process driven firm, within this role you will not be expected to report write as your role will be heavily focused on research and putting together recommendations and building a case which will then be picked up by a report writer who uses a templated approach.

Majority of the advisers within the business are Chartered so they are looking for a paraplanner who has the desire to progress to the highest level of qualification, this is something that they will financially support you with.

You will have a good technical knowledge as in this position you will be researching and attending client meetings, there will be no report writing duties.

For the right candidate who can demonstrate results, my client will offer a salary up to £45k along with benefits including 25 day’s holiday, contributory pension scheme and DIS, company bonus. There is a great vibrant and friendly feel to the office and free parking is available nearby.

Contact Andrew Daly at Recruit UK on 01179-170412 to find out more. Please quote reference 11724

Required skills

  • Filing
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing

Reference: 32988067

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