fbpx

Job Details

Job Title: Paraplanner – Part-Time

Industry: Financial services

Location: Bath

Salary: Up to £40,000

Job Reference: 14554

Job Description:

Recruit UK are working on an excellent opportunity for a Part-Time Paraplanner in Bath to join a Wealth Management Firm.

The hours for this role will be between 25 and 30 hours a week.

Your role will include but will not be limited to:

  • Conducting research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections and associated documentation;
  • Prepare technical and accurate suitability reports in line with the company standards
  • Prepare client service agreement letters
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards;
  • Assist in checking client valuations;
  • Provide support with ad hoc projects and tasks where necessary.

 

What’s in it for you:

  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process

 

Skills and experience required:

  • Part or Diploma Qualified
  • Minimum of 2 years’ experience within a Paraplanning role
  • Experience of working within a high-pressure environment

 

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 a Wealth Management Firm based in Bath on a part-time Paraplanning 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.
call_to_action

Job Title: Paraplanner – Part-Time

Industry: Financial services

Location: Bath

Salary: Up to £40,000

Job Reference: 14554

Job Description:

Recruit UK are working on an excellent opportunity for a Part-Time Paraplanner in Bath to join a Wealth Management Firm.

The hours for this role will be between 25 and 30 hours a week.

Your role will include but will not be limited to:

  • Conducting research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections and associated documentation;
  • Prepare technical and accurate suitability reports in line with the company standards
  • Prepare client service agreement letters
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards;
  • Assist in checking client valuations;
  • Provide support with ad hoc projects and tasks where necessary.

 

What’s in it for you:

  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process

 

Skills and experience required:

  • Part or Diploma Qualified
  • Minimum of 2 years’ experience within a Paraplanning role
  • Experience of working within a high-pressure environment

 

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 a Wealth Management Firm based in Bath on a part-time Paraplanning 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.
call_to_action

Similar Open Jobs

  • Paraplanner – Part Time

    • Reference No: 14554
    • Salary: Up to £40,000
    • Location: Bath
    • Recruiter Name:
      Louise Bibb

    Job Title: Paraplanner – Part-Time Industry: Financial services Location: Bath Salary: Up to £40,000 Job Reference: 14554 Job Description: Recruit UK are working on an excellent opportunity for…

    read more
  • Paraplanner

    • Reference No: 14411
    • Salary: £35,000
    • Location: Bath
    • Recruiter Name:
      Louise Bibb

    Job Title: Paraplanner Industry: Financial services Location: Bath Salary: £35k Job Reference:  14411    Job Description: Recruit UK are working on an excellent opportunity for a…

    read more
  • Senior Paraplanner

    • Reference No: 14277
    • Salary: Up to £42,000
    • Location: Bath
    • Recruiter Name:
      Louise Bibb

    Job Title: Senior Paraplanner Industry: Financial Services Location: Bath Salary: up to £42,000 Reference Number: 14277 Job Description: Recruit UK are working on an excellent…

    read more
  • all jobs
x

Submit Details Here

BrowseUpload CV
chat with us