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Paraplanner

Recruit UK
Job LocationSpalding
EducationNot Mentioned
Salary28,500 - 37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Job Title: ParaplannerIndustry: Financial ServicesLocation: SpaldingSalary: £28,000 - £37,000Job Reference: 15611Are you a paraplanner looking to work in a firm that goes beyond client expectations Then look no further!Recruit UK are looking for a paraplanner to join a financial planning firm in Spalding.The firm prides themselves on providing holistic advice to individuals in a clear and concise way.Responsibilities as a paraplanner include but are not limited to:

  • Conducting product research
  • Gathering and analyzing information for new and existing clients
  • Preparing suitability reports
  • Preparing key illustrations and key documents
  • Remaining compliant at all times
Whats in it for you:
  • Salary up to £37,000 (dependent on qualifications and experience)
  • Generous holiday allowance
  • Auto-enrolment pension
  • Potential to work from home
Skills and experience required:
  • Ideally, those who have obtained the Level 4 Financial Planning Diploma or those working toward this
  • Relevant paraplanning experience for 2 years in a Wealth Management firm
  • Understanding and proven ability working with pensions, investments and IHT planning
  • Exceptional organizational 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, RecruitUK are pleased to be working with an Independent Financial Advice firm based in Spalding on a paraplanning 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, well 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.

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