Junior Paraplanner
Salary
25,000-28,000
Location
Job Type
Full Time
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Job Title: Junior Paraplanner
Industry: Financial Advice
Location: East London
Salary: £25,000-£28,000
Job Description:
Recruit UK are working on an excellent opportunity for a Junior Paraplanner in East London to join a Chartered Financial Planning firm.
This will suit either an experienced administrator or a trainee paraplanner looking for a more supportive environment in which to develop their professional skill set.
You will be supporting Chartered Financial Planners, which will give you an excellent platform from which to broaden your knowledge and expertise.
Role responsibilities include:
- Processing pension, investment, life assurance and mortgage applications
- Maintain client relationships
- Chasing outstanding information from clients
- Dealing with insurance companies
- Creating suitability reports
- Product research
- Salary between £25,000-£28,000
- Excellent staff benefits
- Full funding for professional qualifications
- Progression opportunities into Paraplanner/Adviser
- Relevant industry experience (within Financial Advice firm)
- Working knowledge of Intelliflo, Dynamic Planner and O&M (desirable)
- Commitment to gaining industry qualifications
- 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.