recruitukltd Salary: circa £35,000
Our client is a leading Wealth Management Group that offers investment, pension, ISA and protection products, cross border Investment services including Asset Management, Discretionary Fund Management and Financial Advice to clients all over the UK. Their aim is to generate prosperity for generations today and tomorrow.
Their office in London is looking for a paraplanner to join their financial planning team. The responsibilities of the role includes providing in-depth reports and analysis to Advisors to enable them to make and present recommendations to clients. The role requires you to have strong communication skills as you will be liaising directly with the Advisors, and it would be important for you to have a good knowledge and understanding of Life and Pension products as well as general industry experience. You will need a good understanding of TCF and general compliance and regulations within the industry.
The ideal candidate will have experience of working within the Financial planning industry, have an understanding of the financial planning process and will have worked alongside financial planners previously. Whilst it isn’t necessary for you to have gained the Level 4 diploma in financial planning, you will need to demonstrate commitment to achieving this by having taken and passed some of your exams already. Also experienced users of Quay, Avelo and Defaqto will be at particular advantage. They do manage client portfolios on platforms so experience of platform use would also be advantageous.
The benefits of the role include an excellent salary, as well as some excellent benefits including a season ticket loan, the option to buy and sell holiday as well as a bonus and pension scheme.
If you would like to apply for the role please forward your CV. If you have any questions, please contact Louise Sheppard @ Recruit UK Ltd on 0117-9450-450. Quote 11908