Job Title: Paraplanner
Industry: Wealth management
Location: St,Albans
Salary: 35k plus (negotiable depending on experience)
Job Reference: 9689
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a respectable Wealth Management Company in Hertfordshire.
They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.
You will be joining the paraplanning team supporting Financial Advisers.
Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.
The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.
Key Accountabilities:
- To provide technical and research support to the planners
- To assist the support team and compliance department when required
- Prepare suitability reports and summary of recommendations for processing team
- Question the planner's recommendations if applicable
- Learn and maintain an understanding of firms centralised investment proposition
- Ensure client records are maintained correctly on IO
Skills and experience required: Paraplanner
- Paraplanning experience
- Level 4 Diploma Cii or on route to getting one
- Benefits:
- Salary £35k plus dependent on experience
- Private medical
- Generous annual leave, plus bank holidays
- Pension contribution
- Career development
- Long-term career progression opportunities
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 Wealth Management firm based in Hertfordshire on a Paraplanner role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- 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.
- 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.