Paraplanner – Brentwood

recruitukltd £30,000 + progression opportunities if desired, Pension Scheme and Bonus

We are supporting a financial advisory firm that puts ‘EI’ over ‘AI’ and in the war against the machine, ensure that they provide face to face advice to their clients who are from a variety of backgrounds.  They are as interested in the novice investor as they are in clients who have built wealth over their lifetime.  They provide advice around Investment Planning and Wealth Protection, Pension and Retirement Planning, Inheritance, Insurance and Mortgages.


Due to expansion, our client is seeking a paraplanner to join their financial planning team and their ideal candidate will be an experienced paraplanner with a proven background in the financial services industry.  The candidate will be Level 4 Diploma Qualified or be almost qualified with one or two exams to go; experience is the key with this role and is of high importance.


Working within the paraplanning team, you will support the advisors by providing research and recommendation reports in preparation of client review, creation of suitability reports and oversight of implementation of advice and agreed actions.  A lot of the ongoing work is pension transfer cases and therefore experience within this remit is imperative.


Office hours are 9-5 with flexibility to work from home.  Parking is available and a pension scheme and bonus is on offer alongside a competitive salary.  My client is also offering opportunities for progression.


If you would like more information about this role or are keen to apply please contact Louise Sheppard at Recruit UK Ltd or call 0117-9450-450

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