Job Title: Paraplanner
Industry: Financial Services
Location: Bridgwater
Salary: £25,000-£30,000 (Negotiable d.o.e)
Reference: 9270
Job Description:
Recruit UK are working with an Independent Financial Planning Firm in Bridgwater that are seeking a paraplanner, or junior paraplanner to join their team. This position is with an IFA company who provide a personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the office.
The job primarily involves:
- Liaising with advisers and providers
- Preparing product and fund research
- Obtaining Illustrations
- Writing Suitability Reports (using templates/software)
- Pre-populating client applications and compliance documents
- Checking and preparing completed application paperwork
What's in it for you:
- Salary up to £30,000 dependent on experience
- Training and development in a successful firm
- Benefits inc: 25 days holiday, pension, bonus and a healthscheme
- Support with qualifications
- Office based position due to supportive and collaborative team culture
Skills and experience required:
- Experience as a Paraplanner, or junior paraplanner/admin, with research and report writing knowledge
- Qualifications not essential although desirable
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.
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.