Paraplanner
Salary
Up to 50,000
Location
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Advice
Location: South Buckinghamshire
Salary: Up to £50,000
Reference Number: 14330
Job Description:
If you are a self-motivated Paraplanner looking to align yourself with a highly reputable firm that puts just as much emphasis on their employees as their clients, then this is the role for you.
Recruit UK are working on an excellent opportunity for a Paraplanner in the South Buckinghamshire area to join a Chartered IFA firm.
Due to an internal promotion, they are looking to welcome to the team a Level 4 Diploma qualified Paraplanner to provide one to one technical support to an IFA. As a firm, they ensure a positive and professional client experience and are looking for someone who mirrors these attributes. You must be competent in writing detailed reports on complex cases, undertaking cash flow modeling, knowledgeable on investment planning and pensions and comfortable dealing with HNW / UHNW clients.
They are seeking someone who is ambitious and motivated to upskill; they invest a lot in their staff, placing an emphasis on CPD and offering study funding up to Chartered.
What’s in it for you?
- Work for a well-established, Chartered IFA firm
- A fantastic environment for professional growth
- Exposure to HNW and UHNW clients
- Supported study up to Chartered
- Market-leading salary up to £50,000
- At least two years’ Paraplanning experience in an IFA setting
- Minimum Level 4 Diploma Qualified (CII, LIBF or equivalent)
- Proficient writing fully compliant, individually tailored, in-depth client suitability reports
- Able to produce high-level complex financial plans, including cash flow modeling
- Ability to work to deadlines and adapt to changing circumstances
- Confident and self-assured with excellent written and verbal communication 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.