RecruitukLtd Salary: £37,000 - £47,000 DOE and qualifications
We are working with a specialist financial planning firm that offers advice on both a corporate and individual level. They take a modern approach to giving advice, prioritising quality, service and simplicity. One of the top 100 advisors in the UK, with a steady growth, makes them an attractive company to work for.
The Paraplanning team based out of the Central London office requires an additional team member. They work with the financial advisers to extract pertinent information in order to prepare financial plans and recommendations. Paraplanners are expected to have a good general knowledge of products, specifically around Protection, Investment and Pensions. The successful candidate will join them in carrying out detailed research on legacy products, will have an understanding of Investment Risk and Cash Flow Planning and have excellent Report writing skills.
The team is looking for someone experienced who can hit the ground running and make an immediate impact on their workload. They will consider someone with a minimum of 3 years’ experience as a paraplanner, who has the diploma in financial planning and who is willing to work towards the advanced diploma to gain chartered status.
In return you will work in a friendly environment, receive a competitive salary, discretionary annual bonus, Contributory Pension Scheme, PMI and PHI, 4 X DIS and an Interest Free Season Ticket Loan.
If you would like more information about this role or would like to apply, please contact Louise Sheppard at Recruit UK on 0117-450-450 and quote reference 11630