Paraplanner
Salary
Up to 50,000
Location
Cambridge
Job Type
Flexible Working|Full Time
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Job Title: Paraplanner
Industry: Financial Advice
Location: Cambridge
Salary: Up to £50,000
Reference Number: 15118
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Cambridge to join the specialist Wealth Planning division of a top-tier Wealth Management firm.
This company provides specialist Wealth Planning to private clients, with a focus on areas such as Divorcees and SOLLA, often working closely with solicitors.
They are looking for an experienced Paraplanner to work closely with two of their top Advisers; this is a hands-on Paraplanner role with plenty of client interaction, attending client meetings, and with DFM relationship responsibility. They are very willing to provide progression into the advice and are committed to flexible working. This is a great opportunity to work with 2 highly experienced advisers at the top of their game, gaining knowledge in specialist, complex areas.
What is in it for you?
- Well established wealth management firm
- Flexible working
- Direct client interaction, attending client meetings with Advisers
- Progression opportunity into an advisory role if desired
- Competitive salary
- Must be Level 4 Diploma qualified at a minimum
- Chartered status, or working towards this, would be desirable
- At least 2 years’ experience in a Paraplanning role
- Experience working with DFM’s advantageous
- Committed to professional development
- Interested in gaining exposure to unique and complex cases
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.