Paraplanner
Salary
Up to 45,000
Location
Hitchin
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Hitchin, Hertfordshire
Salary: Up to £45,000
Reference: 14759
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Hitchin to join a leading UK wealth management firm.
Due to continued business growth, they are looking for an experienced, self-motivated Paraplanner to join their tight-knit team. This is a very successful, dynamic and highly regarded firm and you could be a part of their expansion.
Duties will include but will not be limited to:
- Preparation of complex suitability letters, replacement cases, fund switches, withdrawals, etc.
- Carrying out detailed, compliant research and technical analysis to support advice given
- Processing cases and keeping clients updated along the way
- Lending a hand to other colleagues as and when required
- Work directly with clients
- Supportive, close-knit team environment
- A company with a national presence
- Competitive salary and discretionary bonus
- Full support with ongoing development, including exam funding
- Level 4 Diploma qualified, or close to achieving this
- At least 2 years’ paraplanning experience
- High-level technical skills and strong knowledge of compliance requirements
- Ability to foster strong client relationships
- Passionate about delivering a positive, professional client experience
- Must have a high degree of accuracy/attention to detail in both written and numerical work
- Must like the idea of working in an energetic team and be happy to lend a hand to colleagues when required
- 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