Are you a paraplanner looking for a new role within a supportive team?
A Financial Planning firm is looking for a new individual to join their thriving company. The firm pride themselves on offering a bespoke service allowing clients to attain financial freedom. They've been very successful across several decades and this opportunity is an excellent chance for a paraplanner to join a team going through a period of growth. They invest in you equal to how you invest in them and are a very employee centric business.
The role as a paraplanner will involve writing suitability reports and product recommendations, analyse products and funds, and providing an excellent customer service to their clients.
Benefits:
- Salary ranging between £30,000-£35,000 (dependent on skills and experience)
- Opportunity to join a supportive team
- Continued exam support up to Chartered status
- Long term career opportunity - with the opportunity to step into advice
- Pension contribution
- Office/home working
Skills and experience required:
- Previous experience as a paraplanner, ideally IFA experience
- Level 4 Diploma in Regulated Financial Planning (desired but not essential)
- Excellent technical knowledge
- Experience writing suitability reports
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 well-established UK Independent Financial Advice firm in Nottingham on a paraplanner role.
Job Title: Paraplanner
Industry: Financial Services
Location: Nottingham
Salary: £30,000 - £35000
Job reference: 9197