Job Title: Paraplanner
Industry: Wealth Management
Location:Exeter
Salary: £40,000 - £50,000
Reference Number: 9118
Job Description:
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Recruit UK is proud to collaborate with a leading wealth management firm in Exeter, currently seeking an experienced Paraplanner to become an integral part of their expert team. This role presents a unique opportunity for a dedicated professional with strong technical administration skills to further their career in the finance industry. The ideal candidate will be someone who is not only passionate about their field but also eager to contribute to and grow with a firm that is deeply committed to supporting long-term career development and success.
If you're looking to take the next significant step in your Paraplanning journey and join an organisation that values expertise and fosters professional growth, this is the opportunity for you.
Responsibilities:
- Suitability report writing
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records.
- Research and analysis
- Attend client meetings
- Review investment portfolios
- Strategy report writing
What's in it for you:
- Competitive salary up to £50,000
- Bonus scheme
- 24 days annual leave plus bank holidays, this will increase with service
- 4% pension contribution
- Income protection
- Electric car scheme
- Life assurance
- Opportunities to progress
- Hybrid working
Skills and experience required:
- Previous Paraplanning experience
- Level 4 Diploma Qualified or on the way to being qualified
- Excellent knowledge and understanding of Financial Planning products and regulations
- Attention to detail
- Excellent organisational skills
- Communication 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 are pleased to be working with an Independent Financial Planning firm in Exeter on a 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.
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.