Recruit UK
Poole, UK
13 Aug 2019
22 Aug 2019
Contract Type
Full Time
Job Title: Paraplanner

Location: Poole, Dorset

Salary: circa £30,000

Job Description:Recruit UK are working on an excellent opportunity for a Paraplanner in Poole to join an Independent Wealth Management Company.

This company is one of the South's leading Wealth Management firms with an office based in Poole and several other offices and employees across the UK. They were established nearly 20 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion and rising. They're always looking for new acquisitions and have recently secured several opportunities across the region which has lead to this new vacancy.

This role will see you performing a range of tasks including but not limited to:
  • Report writing
  • Fact finding
  • Client Service/ Review - first contact for clients with any technical queries
  • Prepare recommendations; complete / send documents, application forms, suitability reports
  • Team working; work alongside Paraplanners / Client Administrators and Advisers
  • Compliance; Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulation
  • Collate and pre-populate New Business / Servicing forms and application packs
  • Produce and issue client fee invoices
  • Assist your colleagues during absence and holidays

What's in it for you:
  • Salary negotiable dependent on experience
  • 37.5 hours a week - flexible start time available
  • Fun, Friendly and Dynamic office culture
  • Assistance with exam book and entry fees
  • Free Parking
  • Discretionary bonus

Skills and experience required:
  • Diploma in Financial Services (or near completion)
  • Ideally 2 years' experience Paraplanning
  • Time management and prioritisation skills
  • Ability to adapt to change and challenges
  • Team Player who goes the extra mile

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 Wealth Management Company based in Poole on a Paraplanning 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.

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