Job Title: Paraplanner
Industry: Financial Services
Location: Whiteley
Salary: £40,000
Job Reference: 9176
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Whiteley to join a quickly expanding private wealth management company.
Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.
They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers.
Duties:
- Run Cashflow models for clients & tax calculations
- Build appropriate solutions for clients & make recommendations in conjunction with advisors
- Write suitability reports for cases
- Attending client meetings
Benefits:
- 28 days holiday, plus ability to buy more
- Progression opportunities to Advice, management or other senior roles
- Full exam support to Chartered
- 5% employer contribution to pension
- Group Death in Service of 4 x basic annual salary
- Group Income Protection
- Private Medical Insurance after probation period
- Flexible benefits platform with discount schemes
- Cycle to work scheme
- Flexible working - home and in any office
Skills and experience required:
- Level 4 Diploma Qualified minimum
- Minimum of 3 years' experience in a similar Paraplanning role
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 Whiteley on a Paraplanning role.