Paraplanner
Job Title: Paraplanner
Industry: Financial Services
Location: Southport
Salary: Up to £42,000
Job Reference: 8348
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner near Southport to join a well-established Independent Financial Advice firm. Due to continued growth, a unique opportunity has come up at a fast-growing IFA business, a Chartered Firm with a substantial client presence in the North West. They pride themselves on delivering a high-quality personal service to individuals, families, and business owners.
Role:
Part of the paraplanning team, supporting advisors with the design, construction, and delivery of exceptional advice and recommendations to meet their client’s goals. Responsible for managing all Client Reporting, Analysis and research, and Post Review / Advice.
What’s in it for you:
- Competitive Salary
- Annual Pay Reviews
- 25 days holiday plus bank holidays
- Offices near Southport
- Excellent Benefits: Death in service, Pension, PHI,
- Home working available
- Paid study and development support
- Discretionary bonus
Skills and experience required:
- Ideally en route to Level 4 Diploma in Financial Planning.
- Paraplanning experience
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 is pleased to be working with a Financial Advice firm based near Southport 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 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 UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Required Knowledge:
A Paraplanner must demonstrate an understanding of the financial planning process, excellent technical knowledge of personal finance and investment management issues, and a strong awareness of the regulatory framework. The latter’s application to an independent advisory firm is also essential.
They should possess a Level 4 Diploma in Financial Planning (or equivalent) or have a clear development path to achieving Chartered status and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.