Paraplanner
Salary
30,000 - 40,000
Location
Canterbury
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Canterbury, Kent
Salary: £30,000 – £40,000
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Canterbury, Kent to join a Financial Planning practice.
This well-established business offers a truly integrated financial planning service to HNW private and corporate clientele from their head office in Canterbury.
The opportunity:
Due to the expansion of the financial planning division, this practice has an opportunity for a Paraplanner to join the team and take on a range of technical cases for a Financial Planner.
This position would suit an experienced Paraplanner who is happy to attend client meetings, enjoys the variety of technically challenging cases for HNW clients and writing bespoke reports on technical cases.
What’s in it for you:
- Full exam supports up to Chartered status
- on-site parking
- excellent employee benefits
- Previous experience within an IFA environment
- Broad technical knowledge of financial planning products and services
- Previous experience working on Pensions & Investments, advantageous to have experience with Tax Planning & Trusts
- Hold Chartered status, or have progression towards this is advantageous
- 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.