Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Bournemouth

Salary: £37,000 – £45,000

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Bournemouth to join an award-winning firm.

This award-winning firm has a nationwide presence within Financial Services. Due to their continued growth, they’re looking to expand their Bournemouth team with a paraplanner. Successful candidates will be given a great opportunity to work on a diverse range of bespoke cases for HNW and UHNW clients.

Majority of advisers are Chartered and in this role, you will receive plenty of opportunities to gain exposure to their roles by attending client meetings. This company pride themselves in the allowing employees the opportunity to train, develop and progress.

You will be supporting the advisers who provide a holistic service to their clients. They also incorporate Cash Flow Modelling into the process. You will use templates but free-hand/ bespoke report writing is encouraged. Being a Wealth Planner is a prestigious position within the business.

 

What’s in it for you:

Competitive salary on offer with a generous benefits package.

Great progression, training and development 

 

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Being Chartered would be advantageous but not necessary
  • You will have broad technical knowledge across financial products and services
  • Previous IFA experience

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13160

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Paraplanner role in Bournemouth to join a well-established firm.

Our commitment to you

  • 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.

 

Job Title: Paraplanner

Industry: Financial Services

Location: Bournemouth

Salary: £37,000 – £45,000

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Bournemouth to join an award-winning firm.

This award-winning firm has a nationwide presence within Financial Services. Due to their continued growth, they’re looking to expand their Bournemouth team with a paraplanner. Successful candidates will be given a great opportunity to work on a diverse range of bespoke cases for HNW and UHNW clients.

Majority of advisers are Chartered and in this role, you will receive plenty of opportunities to gain exposure to their roles by attending client meetings. This company pride themselves in the allowing employees the opportunity to train, develop and progress.

You will be supporting the advisers who provide a holistic service to their clients. They also incorporate Cash Flow Modelling into the process. You will use templates but free-hand/ bespoke report writing is encouraged. Being a Wealth Planner is a prestigious position within the business.

 

What’s in it for you:

Competitive salary on offer with a generous benefits package.

Great progression, training and development 

 

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Being Chartered would be advantageous but not necessary
  • You will have broad technical knowledge across financial products and services
  • Previous IFA experience

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13160

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Paraplanner role in Bournemouth to join a well-established firm.

Our commitment to you

  • 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.

 

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