Paraplanner
Salary
30,000 - 40,000
Location
Reading
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Reading
Salary: £30,000 – £40,000
Reference Number: 15453
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Reading to join a Financial Planning firm.
My client, a leading financial advice company is currently enjoying a sustained period of growth. As such they are now looking to hire professional paraplanners to support this need. By providing holistic and professional advice, they ensure they are and will remain one of the best-respected financial advice practices in the country.
They are a company with a refreshingly different approach to working with their clients. They can manage even the most complex financial situations and offer pragmatic and practical solutions. They are completely independent and always have the bigger picture in mind for you to ensure their clients hit their long-term financial goals.
The role will involve reviewing fact finds, file notes, and risk profile questionnaires to gain an understanding of client requirements. Alongside compiling suitability reports, detailing the recommended advice, operating in an efficient and timely manner, and researching pensions, funds, and portfolios. The role will involve a variety of other duties and will play an integral part in the efficiency and smooth running of the advice process.
What’s in it for you:
- Salary up to £40,000 (higher salaries negotiable dependent on skills and experience)
- 25 days holiday plus bank holidays, with an additional holiday at Christmas (holiday entitlement increases with time served) and an option to buy or sell holiday leave year on year
- Offices based in Reading.
- Private medical cover
- Critical illness cover
- Permanent health cover
- Ongoing career professional development and support with exams
- Pension contribution
- Previous experience utilizing IO (intelligent office) is desired but not a necessity
- Ideally, those who have obtained the Level 4 Financial Planning Diploma or those working toward this
- Previous Paraplanning experience
- Excellent written and verbal communication skills
- Attention to detail
- 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.