Recruit UK

Senior Paraplanner – Southampton

RecruitukLtd Salary: Up to £40k DOE

Our client is a financial planning firm, whose advisers offer Retirement planning, Wealth management, IHT planning, Protection, Investment planning, business protection and Auto-enrolment advice to both private and corporate clients across the South of England.  Over 80% of their business is pension orientated which requires extensive research and careful planning.

Due to expansion, they are in need of a senior paraplanner to join their existing team.  This is an incredibly busy role that sees their current Paraplanners writing approximately two reports per day.  Whilst all of their reports are templated, it is essential that the successful candidate has the relevant knowledge to include within the reports as well as assist with the recommendations for each client.

Although this is a very demanding and busy role, the existing team have an excellent rapport.  This would suit a motivated individual with a good personality, with a need to be surrounded by a team.  The general vibe within the office is fun and professional.

To apply for the role, you must be diploma qualified with at least 2-3 years’ experience in a similar role. As you will also be seen as the “go to person” for technical queries you will hold either the G60 or AF3.  A good worth ethos and ability to handle a busy workload is essential, along with a confident and professional manner.

This client is offering a salary up to £40k, which is dependent on skills and experience, plus you will be in line to receive market leading employee benefits and recognition for good performance.

Contact Louise Bibb at Recruit UK on 01179-450-450 to discuss the NEW role and quote reference 2413.

 

 

 

 

 

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