Paraplanner
Salary
30,000-40,000
Location
Newcastle-under-Lyme
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Newcastle-under-Lyme
Salary: £30,000 – £40,000
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Newcastle-under-Lyme to join a Financial Planning firm who are keen to grow their support team.
This successful and well respected Shropshire based practice is enjoying a period of organic growth and is looking to expand their existing team to ensure they have the capacity to continue offering an excellent service to their valued clients.
They are looking to speak to experienced Level 4 Diploma qualified individuals who are looking for a new challenge. Whether you’re currently working as a Paraplanner supporting in the advice process, through research and report writing, or if you are an experienced Financial Planner yourself and are looking for a change with a move away from a client facing role, I would be pleased to discuss the role with you.
They are firm believers that the strength in their business comes from the quality of their personnel, a team of highly experienced chartered advisers and support staff that are highly trained and qualified.
What’s in it for you:
This is an excellent opportunity to join a well-respected outfit with client care at the core of their operation. A competitive salary of up to £40,000 is on offer, 25 days holiday plus other benefits.
You would be joining a supportive and collaborative team who value one another’s input. There are excellent opportunities for progression and full support towards any relevant additional qualifications.
Skills and experience required:
- A minimum of two years’ experience in a financial planning/advice company
- Level 4 Diploma in Financial Planning or close to completion
- Research and analysis of financial products to meet Client needs
- Preparation and compilation of Suitability Reports and Financial Plans
- Liaising with product providers and other relevant third parties
- Providing support for the Financial Planners allowing them to focus on Client relationships and meeting business targets
- Strong knowledge of investments, pensions, trusts, taxation and protection
- Confident in use of Microsoft Software packages and Financial Planning tools
- 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.