Paraplanner

Job Title: Paraplanner

 

Industry: Financial Services

 

Location: Spalding

 

Salary: Up to £43,000

 

Job Reference: 8909

 

Job Description:

 

Are you a paraplanner eager to further develop your technical skills within an organisation where you can learn from their expertise and knowledge?

 

Do you find immense satisfaction in the role of a paraplanner, relishing the responsibility of crafting top-tier recommendations for clients?

 

If the answer is yes, this role is for you!

 

Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a reputable and friendly wealth management firm in Spalding.

 

This forward-thinking firm offers holistic and whole of market advice to high-net-worth clients, covering complex cases, so the role is varied and provides a strong level of autonomy.

 

This paraplanning role is strictly defined, so you won’t be required to carry out administrative duties and can focus on more technical duties. The successful individual will thrive in an environment where they are putting full cases together. The role requires strong report writing skills, tailoring templates to individual clients while collaborating seamlessly with the advisory team.

 

Benefits:

• Salary Up to £43,000 (negotiable depending on experience).
• Hybrid working – if not based locally Spalding can work predominantly remotely, traveling into the office once a week.
• Private medical.
• Death in service.
• 30 days holiday (including bank holidays).
• Exam support where relevant.
• Long-term career opportunity – with a culture of moving talent through the business.
• 35 hour working week.
• Company events and socials throughout the year.

 

Skills and experience required:

• Level 4 Diploma qualified (will consider part-qualified)
• Paraplanning experience (minimum 12 months)
• Experience working within an IFA firm (desirable)

 

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 well-established Financial Advice Firm based in Spalding 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 of the UK with a local touch through our regional teams.
• Never pester you.