Paraplanner
Salary
35,000 - 40,000
Location
Hitchin
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Advice
Location: Hitchin, Hertfordshire
Salary: £35,000 – £40,000
Reference Number: 14893
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Hitchin to join a leading wealth management firm.
This high performing local office of a leading national firm is currently expanding and looking for a Diploma qualified Paraplanner with at least 2 years’ experience. The company has fostered a positive, close-knit team environment and is passionate about ensuring the continued development of all employees. They have a strong local presence whilst packing big firms’ punch.
What’s in it for you?
- Work for a leading wealth management firm
- A modern office in a rural setting
- Work closely with clients supporting senior advisers
- Supportive, close-knit team environment
- Fully support with ongoing development
- Competitive salary up to £40,000 + bonus
- Level 4 Diploma qualified (CII or LIBF)
- Must have at least 2 years’ experience paraplanning and be able to work autonomously with minimal supervision
- Experience writing compliant and complex suitability letters
- Can carry out a detailed research and perform technical analysis
- Experience with replacement cases, fund switches, withdrawals, etc.
- 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.