Paraplanner
Salary
Location
Job Type
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Job Title: Paraplanner
Industry: Financial Services
Location: Worcester
Salary: Up to £40,000
Job Reference: 16178
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Worcester to join a well-established wealth management firm.
You will be based in their Worcester office and your role will be to support the existing advisers with product research, fund research, and suitability report writing. You will be supporting 4 advisers in total and 3 administrators.
This company is a reputable small to medium size firm, with fantastic company culture and a supportive working environment. Your day-to-day duties will include preparing and maintaining client files and client reviews, preparing recommendations and suitability reports, identifying areas for planning, and more.
What’s in it for you:
- Basic salary Up to £40,000 (increase negotiable dependent on skills and experience)
- Offices in Worcester
- Flexible home and office working
- Parking available
- 25 days holiday plus bank holidays
- Ongoing study and exam support
- Auto-enrolment pension
- Level 4 Diploma (or en route)
- Experience as a Paraplanner in an IFA/Wealth Management firm
- Excellent communication skills, both verbal and literate
- Organizational and analytical skills
- 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.