Paraplanner
Salary
Up to 42,000
Location
Amersham
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Amersham
Salary: Up to £42,000
Job Reference: 14649
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Amersham to join a nationwide Wealth Management Firm.
They provide a high-level experience for their clients, with bespoke solutions to enable them to reach their financial goals.
As a paraplanner, you will play an integral part within the business, providing technical support to the financial planners and ensuring a quality, positive client journey. You will be level 4 Diploma qualified and will be contributing to the advisory service by reviewing, analysing and preparing compliant recommendations as well as researching and preparing suitability reports.
What’s in it for you?
- Work for a national company with great systems and processes in place
- A highly supportive team environment
- Competitive salary and benefits package
- Career progression opportunity
- 2 years’ financial services experience
- Level 4 Diploma qualified
- Detailed knowledge of pensions and investments
- Advantageous if you have experience with estate planning
- 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.