Job Title: Paraplanner - will also consider Junior Applicants
Industry: Wealth Management
Location: Fareham
Job reference: 9183
Job Description:
Recruit UK are proud to be supporting a wealth management in Fareham who are looking to bring on a Paraplanner to join their dynamic, friendly team in Fareham. You'll need strong analytical skills, great communication, and a solid background in Financial Planning. This is a fantastic chance to further your Financial Planning career, with the added flexibility of considering applications from IFA Administrators with suitability report writing experience.
What's in it for you?
- Hybrid working: 3 days from home (after training)
- Flexible working hours
- Pension scheme
- Birthday off
- Discretionary bonus: Up to 7.5% of basic salary (eligible after 6-month probation)
- Free parking
- Modern office environment
Key Responsibilities:
- Gathering and analysing data
- Conducting research
- Preparing suitability reports
- Preparation of illustrations and key documents
- Dealing with client queries
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records.
- Work as part of the team to deliver the highest level of client service.
Requirements:
- Previous Paraplanning experience or suitability report writing
- 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 a Wealth Management Firm in Fareham.
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.