Paraplanner
Salary
40000
Location
Guildford
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Recruit UK have an exciting opportunity to join a successful regional team of one of the UK’s leading Wealth Management firms. They are true pioneers in the dual professional, Financial Planning and Investment Management model.
Their continued growth has created an excellent opportunity for a diploma qualified, experienced paraplanner to join their team in Guildford.
Within this role, the paraplanner will be responsible for providing professional support to a team of Financial Planners, assisting them in delivering expert advice to HNW clients. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company’s database are also important aspects of this role.
They are seeking an individual who has predominantly been responsible for report writing and research who has the Level 4 Diploma.
The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the workplace.
In return, you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be up to £40,000 plus an extensive list of employee benefits.
This opportunity which will suit a current paraplanner who strives to develop their career within a reputable firm.
Please contact Daniel Nottage on [email protected] or 07399 163967 / 07399 163967 to find out more.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.