AddressJob Title: Paraplanner
Industry: Financial Planning
Location: London
Salary: up to £65,000
Job Reference: 8953
Job Description:
Recruit UK are working on a fantastic opportunity in the City, for a Paraplanner to join a long standard, Chartered IFA firm.
This opportunity if perfect for an experienced Paraplanner, looking to take the next step in their career! You will play an integral role in the clients journey, support the Advisers with both new and existing business. They already have a successful Paraplanning team, so you will be given support from day one, and a great group to bounce off of. They also have a dedicated Administration team to support you with your work!
Duties will include but not limited to:
- Liaising with clients and product providers
- Maintain precise records for clients and advisers
- Writing suitability reports and evaluating clients current policies/investments etc
- Researching products and funds
- Working closely alongside the administrators and Financial Advisers
Benefits:
- Competitive salary of up to £65,000
- Discretionary bonus scheme
- 26 days annual leave
- 5% pension contribution
- 4X DIS
- Training and development opportunities
- Exam funding and support
- Hybrid working (after probation)
Skills and experience required:
- 5 years experience working in a report writing/paraplanner role
- Level 4 Diploma, ideally working towards Chartered
- Strong technical knowledge and good 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 Financial Planning firm, looking for a Paraplanner.
Job Type: Full-time
Salary: £50,000.00-£65,000.00 per year
Benefits:
- Casual dress
- Company car
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in London
Reference ID: 8953
