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Paraplanner

Employer
Recruit UK
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Job Title: Paraplanner

Industry: Financial ServicesLocation: WorcesterSalary: up to £40,000Job reference: 16178

Job Description:Recruit UK are working on an excellent opportunity for a Paraplanner in Worcester to join a well-established wealth management firm. You will be based in their Worcester office and your role will be to support the existing advisers with product research, fund research and suitability report writing. You will be supporting 4 advisers in total and 3 administrators.

This company are a reputable small to medium size firm, with a fantastic company culture and supportive working environment. Your day to day duties will include preparing and maintaining client files and client reviews, preparing recommendations and suitability reports, identifying areas for planning and more.

What's in it for you:
  • Basic salary up to £40,000 (increase negotiable dependent on skills and experience)
  • Offices in Worcester
  • Flexible home and office working
  • Parking available
  • 25 days holiday plus bank holidays
  • Ongoing study and exam support
  • Auto enrolment pension

Skills and experience required:
  • Level 4 Diploma (or enroute)
  • Experience as a Paraplanner in an IFA/Wealth Management firm
  • Excellent communication skills, both verbal and literate
  • Organisational and analytical 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 Financial Planning firm based in Worcester on a Paraplanner 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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