Paraplanner
Salary
45000
Location
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.
Job Title: Paraplanner
Industry: Financial Advice
Location: Algarve, Portugal
Salary: €45,000
Job Description:
Looking for a change of scenery?
Dreamt of living abroad, but don’t want to put your career on hold?
Recruit UK are working with one of the UK’s leading Expat Wealth Management firms and are looking for a Paraplanner to join their team. They operate out of numerous regional offices across Europe, providing financial advice to HNW UK expats.
Due to growing demand, boosted by uncertainties arising from Brexit, they are actively growing their regional teams and are looking for a paraplanner to work in their Algarve office.
This role will entail supporting the local team of Financial Planners by preparing client files, recommendations, cash flow models and overseeing implementation of financial plans.
What’s on offer:
- Salary of €45,000 per annum
- Relocation package
- Attractive benefits (including pension)
- 10% Annual Bonus
- Support with professional development
- Level 4 Diploma qualified (CII, CISI, LIBF)
- 3 years + experience within Financial advice firm
- Good report writing skills
- Proficient IT skills
- Experience using cash-flow forecasts
- 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.