Senior Paraplanner
Job Title: Senior Paraplanner
Industry: Financial Planning
Location: London
Salary: Up to £54,000
Job Reference: 8933
Job Description:
Our client is a specialist Financial Planning firm, who work closely in the Personal Injury and Personal Court of Protection space.
As they continue to go from strength to strength, they are looking to grow their technical team within the PICOP team. They offer a truly bespoke service to individuals, trustees and duties in relation to clinical negligence and personal injury. This is an exciting opportunity to get stuck into a unique area of Financial Planning and become a go to specialist for the firm. There is also lots of chances to grow your career and personal development!
Duties will include but not limited to:
- Assist in training and supporting junior members of the team
- Provide expert knowledge of PICOP and assist with implementing new processes and policies
- Complete client reviews, investment reports and new business proposals
- Prepare Personal Injury Trust reports and Trust review reports
- Answering client and solicitors queries
Benefits:
- Competitive salary of Up to £54,000
- Discretionary bonus scheme
- 26 days holiday +/- 5 days
- Personal development funds
- Hybrid working
- Private Medical insurance
- 4x DIS
- Volunteering days
- Career development (if wanted)
Skills and experience required:
- A minimum of 3 years in a Paraplanner
- Level 4 Diploma, or working towards Chartered
- Some exposure to PICOP ideal
- Strong technical knowledge, with a keen eye for detail
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Senior Paraplanner.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.