£30,000 – £35,000
Recruit UK are working on an excellent opportunity for a Paraplanner in Leamington Spa to join an Independent Financial Advice practice.
This company is a boutique wealth management firm, that offers excellent service with a personal touch and real depth of expertise across a range of financial services.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Leamington Spa. This role will involve preparing suitability letters, preparing draft recommendation reports, preparing information and comparisons for analysis, compiling research, and discussing client objectives. Along with many other tasks.
What’s in it for you?
Skills and experience required:
- Salary negotiable dependent on skills and experience (up to £35,000)
- 28 days holiday
- Private medical
- Social vibrant team
- Flexible home and office working
- Pension contribution
About Recruit UK:
- Level 4 Diploma is desirable but not essential
- Experience with Pension Transfers and DB casework is required
- Ideally, you will have G60 or AF7
- Strong report writing skills
- Good organisational skills and attention to detail
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, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Leamington Spa on a Paraplanner role.
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 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.
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.