Paraplanner
Salary
Up to 42,000
Location
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Central London
Salary: Up to £42,000
Reference Number: 14670
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Central London to join a leading independent financial planning firm.
The company is currently enjoying a sustained period of growth and are now looking to hire a professional Paraplanner to support in driving the business forward. By providing holistic and professional advice, they ensure that they are, and will remain, one of the best-respected financial advice practices in the country.
They are a completely independent firm with a refreshingly different approach to working with their clients; they can manage even the most complex financial situations, offer pragmatic and practical solutions and always have the bigger picture in mind, to ensure their clients hit their long-term financial goals.
This role will involve reviewing fact finds, file notes and risk profile questionnaires to gain an understanding of client requirements. Other responsibilities include compiling suitability reports, detailing the recommended advice, operating in an efficient and timely manner and researching pensions, funds, and portfolios. Other duties will be involved and will vary day-to-day, and you will play an integral part in the efficiency and smooth running of the advice process.
What’s in it for you?
- Work for a leading national IFA
- Ongoing professional development and support with exams
- Salary Up to £42,000 (higher salaries negotiable dependent on skills and experience)
- 25 days annual leave, an additional holiday at Christmas, leave entitlement increases with time served and an option to buy or sell leave
- Private medical, health and critical illness cover
- Pension contribution
- Experience using Intelligent Office is desired but not a necessity
- Level 4 Diploma (CII or LIBF)
- Previous Paraplanning experience
- Excellent written and verbal communication skills
- Attention to detail
- 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.