Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: London

Salary: Up to £65,000

Job Reference: 8953

Job Description:

Recruit UK are working on a fantastic opportunity in the City, for a Paraplanner to join a long standard, Chartered IFA firm.

This opportunity if perfect for an experienced Paraplanner, looking to take the next step in their career! You will play an integral role in the clients journey, support the Advisers with both new and existing business. They already have a successful Paraplanning team, so you will be given support from day one, and a great group to bounce off of. They also have a dedicated Administration team to support you with your work!

Duties will include but not limited to:

• Liaising with clients and product providers
• Maintain precise records for clients and advisers
• Writing suitability reports and evaluating clients current policies/investments etc
• Researching products and funds
• Working closely alongside the administrators and Financial Advisers

Benefits:

• Competitive salary of Up to £65,000
• Discretionary bonus scheme
• 26 days annual leave
• 5% pension contribution
• 4X DIS
• Training and development opportunities
• Exam funding and support
• Hybrid working (after probation)

Skills and experience required:

• 5 years experience working in a report writing/paraplanner role
• Level 4 Diploma, ideally working towards Chartered
• Strong technical knowledge and good 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 is pleased to be working with a Financial Planning firm, looking for a Paraplanner.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.