Job Title: Paraplanner
Industry: Financial Services
Location: Loughton
Salary: £45,000 - £60,000
Job Reference: 9320
Job Description:
Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Loughton, Essex to join a expanding private wealth management company.
Our client has been established for over 50 years and are very much respected.
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.
Duties:
- Run Cashflow models for clients & tax calculations
- Undertake reviews for the paraplanning team
- Help with training team members
- Build appropriate solutions for clients & make recommendations in conjunction with advisors
- Write suitability reports for cases
- Leading Pod meetings
- Attending client meetings
Benefits:
- 23 days holiday, plus bank holidays.
- Full exam support to Chartered
- 8% employer contribution to pension
- DIS
- Group Income Protection
- Private Medical Insurance after probation period
- Flexible benefits platform with discount schemes
Skills and experience required:
- Level 4 Diploma qualified (essential)
- 3 years' experience in a similar Paraplanning role
- Team player with high attention to detail
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 St Albans on a Paraplanning role.