Paraplanner (progression into advice)
Salary
37,000 +
Location
Job Type
Full Time
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Job Title: Paraplanner (progression into advice)
Industry: Financial Advice
Location: Westminster
Salary: £37,000 +
Job Reference: 15667
Job Description:
Are you a qualified Paraplanner in London?
Does your current role lack progression into advice?
Recruit UK is working with a boutique Wealth Management firm based near Westminster that is looking for a Paraplanner to join their team.
The role will focus on supporting 2 of their top producing Financial Planners in the delivery of expert advice to their clients. This will be a hands-on and varied role, where you will get involved in most aspects of the advice process, with plenty of client interaction.
Due to the volume of clients the team and the wider company look after, they will be looking to progress you into a client-facing planner role quickly, as they always prefer to promote internally.
What’s in it for you?
- Salary up to £37,000 (regular pay reviews)
- Full support with professional development
- A varied role with plenty of client interaction
- The clear cut route into advice
- Strong technical knowledge across a broad range of advice
- Ability to handle a large workload
- Commitment and desire to progress
- Level 4 Qualified (CII, CISI, or LIBF)
- 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.