Paraplanner
Salary
Up to 35,000
Location
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Leicestershire
Salary: Up to £35,000
Job Description:
Recruit UK are looking for a paraplanner for our client based in Leicestershire.
This company is extremely client-driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. Our client also invests in their employees, with some of their existing Paraplanners already Chartered or working their way toward – fully supported by the company.
This role of a paraplanner involves doing duties such as but is not limited to:
- Supporting other members of the financial planning team
- Engaging with clients through different communication methods
- Obtain information to provide the best advice possible
- Produce recommendations
- Maintain strict confidentiality
- Answer client queries
- Competitive salary up to £35,000 depending on experience
- 25 days holiday including a shut-down at Christmas
- 5% pension contribution, 3 x Death in Service, health insurance post probation
- Continued study support
- Level 4 Diploma (desired)
- Previous experience as a paraplanner
- Ability to think independently
- Organization and the ability to prioritize tasks
- Proven problem-solving ability
- Good communication skills including the ability to discuss complex information
- 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.