Recruit UK

Paraplanner – Bath

  • Employed
  • "Bath"

RecruitukLtd Salary: c£30k

Recruit UK is working on a role for a forward thinking financial planning firm who have built their reputation across the South West. They have a loyal client base and continue to develop new business, so now require an experienced paraplanner to provide full support to their busy IFA’s.

The paraplanner will be based from the Bath office and will undertake general administration, technical support and back up to the advisers, taking responsibility for technical research and financial analysis and completing/producing reports and recommendations in line with client needs and industry regulations. Our client focus on delivering a full spectrum of financial advice, so the paraplanner will liaise with a range of clients and product providers, discussing complex details and objectives with regard to client risk profile.

To be considered for this position, you will demonstrate a strong background in paraplanning and be able to hit the floor running. You will hold industry qualifications, on route to level 4 diploma or already a holder of and have a good understanding of the financial advice process. The ability to prioritise and plan workload is imperative and you will be confident in adjusting to changing legislation within the industry.

In return, a salary c£30k is on offer, along with a comprehensive list of benefits and reward for developing new business opportunities. Staff development is important to our client and support towards training/qualifications will be provided for those who show the drive and motivation to progress.

To discuss this opportunity in further detail, please contact Louise Bibb at Recruit UK. Please quote reference 1806 on applying.


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