Paraplanner
Salary
Up to 45,000
Location
Croydon
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Advice
Location: Croydon
Salary: Up to £45,000
Reference Number: 13862
Job Description:
If you are a confident and proactive Paraplanner who thrives in a fast-paced environment, enjoys rising to a challenge and values a friendly culture, then this is the role for you.
Recruit UK are working on an excellent opportunity for a Paraplanner in Greater London to join global financial planning, insurance and risk management firm. They are looking for a Level 4 (Diploma) qualified Paraplanner with financial services experience to assist Financial Planners in providing ongoing advice to clients and ensuring a positive and professional client experience. You would conduct compliant and thorough research, technical analysis and produce detailed reports.
This leading firm is looking for someone self-assured with a willingness to learn; if you have ambition and aspire to upskill, then they offer supported study and clear career progression.
What’s in it for you:
- Generous salary up to £45,000
- Great progression opportunities
- Supported further study
- Access to HNW clients
- Client-facing opportunities
- At least three years’ relevant experience
- Minimum QCF Level 4 Qualified (CII Diploma in Regulated Financial Planning or IFS Diploma for Financial Advisers or equivalent)
- Confident and self-assured with a positive approach to change
- Customer focused with excellent communication skills
- Competent IT skills: Microsoft Office and cash flow systems (Iress, Financial Express Analytics and Voyant/Moneyscope)
- 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.