Job Title: Paraplanner
Industry: Financial Services
Location: Stamford
Salary: Up to £45,000
Reference Number: 9682
Job Description: Paraplanner
I'm working on an excellent opportunity for an experienced Paraplanner in the Stamford area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.
This is a great opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes: Paraplanner
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client's investment portfolio, performance, asset allocation, risk profile etc
- Fully understand compliance procedures
What's in it for you: Paraplanner
- Competitive starting salary up to £45k
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Enroute to Level 4 Diploma (Dip PFS) or equivalent
- Paraplanning experience
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 leading Financial Advice Company based in Stamford on an experienced Paraplanner 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, we'll tell you.
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