Paraplanner
Salary
Up to 50,000
Location
London
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Advice
Location: City of London
Salary: Up to £50,000
Reference Number: 14419
Job Description:
If you are a confident and proactive Paraplanner who thrives in a fast-paced environment, enjoys rising to a challenge and values a friendly and collaborative culture, then this is the role for you.
Recruit UK are working on an excellent opportunity for a Paraplanner in the City of London to join one of the UK’s leading wealth management firms. They are looking for a Diploma qualified Paraplanner with strong technical knowledge to assist Financial Planners and ensure a positive and professional client experience. You would conduct compliant and thorough research, technical analysis and produce detailed reports.
This leading firm is looking for someone self-assured and highly motivated and are supportive of ongoing professional development, with fully-funded study support.
What’s in it for you?
- Work for a highly reputable and successful wealth manager
- A dynamic and collaborative team environment
- Supported further study and progression opportunity
- Exposure to HNW clients
- Generous benefits package
- Competitive salary up to £50,000
- Level 4 Diploma qualified (CII or LIBF)
- Experience producing new business reports and reviews
- Must have experience writing suitability reports and good systems knowledge
- Advantageous systems experience – True Potential, CMS, DMS and Eximius
- Competent in facilitating the smooth processing of new and existing business
- Customer-focused with excellent communication skills
- Strong technical knowledge across a broad range of financial products
- 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.