Paraplanner

Job Title: Paraplanner
Industry: Financial Services
Location: Worthing
Salary: up to £50,000
Ref: 8498

Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner to join a rapidly expanding Wealth Management firm in Worthing.

This company is one of the Sussex’s leading Wealth Management firms. They are always expanding and have a strong presence in the area, as well as across the UK. They are an independent and seekalways to provide the most appropriate solutions for their clients. Above all, they believe that supporting the advisers to deliver positive client outcomes is central to their function.

The ideal candidate would be prepared to get involved in a variety of duties as well as:

• Research clients’ financial arrangements

• Supporting financial advisors

• Preparing Suitability reports

• Reviewing the investment market and be involved in maintaining the CIP

• Preparing client files for meetings

• Be a key point of contact to clients with technical queries

Benefits:

• Competitive salary of up to £50,000

• Hybrid working

• 25 days holiday

• Pension

• Death in service

• Health care

• Exam support

Skills and experience required:

• Paraplanning experience

• Level 4 qualification ideally

• Experience of decumulation products, offshore bonds and some knowledge profits

• Experience with Intelligent office & report writing

• Strong attention to detail

• Experience liaising with clients and advisors

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 Financial Planning firm based in Worthing on aParaplanner role.