Paraplanner
Salary
30,000-40,000
Location
Fareham
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Fareham
Salary: £30,000 – £40,000
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Planner in Fareham to join a growing IFA practice.
This IFA practice that offers a dual financial planning and wealth management proposition to a diverse range of clientele, with a focus on building genuine long-term relationships while providing effective and appropriate financial advice.
This practice has already received recognition as one of the most influential IFA’s in the country, and has experienced year on year growth since their establishment and have structured growth plans due to the consistent increase of new business.
This role provides a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations. Meeting compliance requirements and assisting in compliance with any queries, you will work to support and improve group policies. You will both support and be supported by our client servicing team.
What’s in it for you:
* Generous salary £30,000-£40,000
* Company benefits include; a pension scheme, dental cover and PMI
* Assistance with exam support
Skills and experience required:
* Previous experience providing technical research and report writing desirable
* Hold/be working towards Diploma in Financial Planning or Certificate in Paraplanning
* Previous experience within a Paraplanning role essential
* Strong technical knowledge across; Investment, Pensions and IHT.
* Proactive and highly organised with good knowledge of writing technical reports.
* Excellent interpersonal skills
Recruiters contact info:
Name: Angharad Jones
Email: [email protected]
Tel: 01179170413
Whatsapp/mobile: 07399163970
Job Reference: 12764
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK, we are currently representing a Paraplanner role in Fareham to join a growing IFA practice.
Our commitment to you
* 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.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.