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Job Details

Job Title: Paraplanner

Industry: Financial Planning

Location: Lincoln

Salary: £25,000 – £30,000

Job Description:

Are you a paraplanner looking for a role that rewards your hard work? Then look no further!

Recruit UK are looking for a paraplanner to join an IFA firm in Lincoln.

The firm prides themselves in providing holistic advice which allows people to take control of their financial future. By taking the time to fully understand their clients they deliver service with integrity and care.

Our client operates in a busy environment with a varied workload. However, they reward their employees for their hard work through a generous bonus scheme and other company benefits.

 

Duties are a paraplanner include but are not limited to: 

  • Processing new business
  • Preparing client valuations
  • Product research and comparison
  • Organizing client review meetings
  • Writing pre-populated suitability reports
  • Preparing key documentation and applications prior to client meetings

 

What’s in it for you:

  • £30,000 salary + generous bonus scheme
  • A new laptop
  • 20 days holiday (which increases with time in service)
  • Additional days holiday for your birthday and Christmas
  • Opportunity for personal development
  • Opportunity for flexible working
  • Work social events

 

Skills and experience required:

  • Previous paraplanning experience
  • Level 4 Diploma qualified (or working towards)
  • XPlan experience (desirable)
  • Ability to use own initiative
  • Excellent organisation skills
  • Brilliant verbal and written communication skills

 

About Recruit UK: 

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 IFA firm based in Lincoln 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 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.
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Job Title: Paraplanner

Industry: Financial Planning

Location: Lincoln

Salary: £25,000 – £30,000

Job Description:

Are you a paraplanner looking for a role that rewards your hard work? Then look no further!

Recruit UK are looking for a paraplanner to join an IFA firm in Lincoln.

The firm prides themselves in providing holistic advice which allows people to take control of their financial future. By taking the time to fully understand their clients they deliver service with integrity and care.

Our client operates in a busy environment with a varied workload. However, they reward their employees for their hard work through a generous bonus scheme and other company benefits.

 

Duties are a paraplanner include but are not limited to: 

  • Processing new business
  • Preparing client valuations
  • Product research and comparison
  • Organizing client review meetings
  • Writing pre-populated suitability reports
  • Preparing key documentation and applications prior to client meetings

 

What’s in it for you:

  • £30,000 salary + generous bonus scheme
  • A new laptop
  • 20 days holiday (which increases with time in service)
  • Additional days holiday for your birthday and Christmas
  • Opportunity for personal development
  • Opportunity for flexible working
  • Work social events

 

Skills and experience required:

  • Previous paraplanning experience
  • Level 4 Diploma qualified (or working towards)
  • XPlan experience (desirable)
  • Ability to use own initiative
  • Excellent organisation skills
  • Brilliant verbal and written communication skills

 

About Recruit UK: 

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 IFA firm based in Lincoln 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 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.
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