Paraplanner
Job Title: Paraplanner
Industry: Financial Planning
Location: Cambridge
Salary: £50,000
Job Reference: 9306
Job Description:
Recruit UK are working on a fantastic opportunity for a Home-based Paraplanner to join a successful Financial Planning firm in Cambridge.
Our client is a long standing and well established financial planning practice, who look after clients across the Uk. As they continue to expand and grow, they are looking for a Level 4 qualified Paraplanner on a remote basis to begin with to join their technical team. You will be home-based, working closely with other Paraplanners as well as the Administrators and Advisers.
Duties will include but not limited to:
- Preparing pre approval documents ahead of reports
- Compiling suitability reports from template format
- Conducting research into suitable product following client meetings
- Ensuring compliance is adhered to
- Working closely with the Administrator to gather client documentation
Benefits:
- Competitive salary of Up to £50,000
- Remote working, Home-based
- 33 days holidays incl bank holidays
- Annual leave purchase scheme
- 4% pension contribution
- Private medical insurance
- DIS
- Work equipment provided
Skills and experience required:
- Experience working in a Paraplanning position
- Level 4 Diploma in financial advice
- Good knowledge of UK products and tax calculations
If this sounds the opportunity you were waiting for then please get in touch.
