Paraplanner
Salary
Up to 40,000
Location
Leicester
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Leicester
Salary: Up to £40,000
Job Description:
Are you a paraplanner looking for a role within a company that puts their clients first? Then look no further.
Recruit UK are looking for a paraplanner to join a financial planning firm in Leicester.
Our client prides themselves on providing a holistic approach to advise, ensuring their clients are able to meet financial independence.
Responsibilities as a paraplanner include but are not limited to:
- Conducting product research
- Gathering and analyzing information for new and existing clients
- Preparing suitability reports
- Preparing key illustrations and key documents
- Remaining compliant at all times
- Salary up to £40,000 (dependent on qualifications and experience)
- Long-term career progression
- On-going exam support
- Generous holiday allowance (on a case by case basis)
- Employers benefit contribution
- Ideally, those who have obtained the Level 4 Financial Planning Diploma or those working toward this
- Relevant paraplanning experience
- Experience using Intelligent Office and Truth Systems (desirable)
- Understanding and proven ability working with pensions, investments and IHT planning
- Exceptional organizational skills
- 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.