Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Taunton

Salary: £25,000-£30,000 (Negotiable)

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join an IFA company.

The position is with an IFA company who provide personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the Office.

 

The job primarily involves:

  • Liaising with advisers and providers
  • Preparing product and fund research
  • Obtaining Illustrations
  • Writing Suitability Reports (using templates/software)
  • Pre-populating client applications and compliance documents
  • Checking and preparing completed application paperwork

 

What’s in it for you:

  • Competitive salary dependent on experience
  • Training and development in a successful firm

 

Skills and experience required:

  • Process driven role: communication, prioritisation and time management skills
  • Qualifications not essential
  • Experienced financial services administrators with a desire to move into Paraplanning will be considered
  • Experience in a similar role desirable

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13228

 

 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 currently representing a Paraplanner role in Taunton to join an IFA company.

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.

 

Job Title: Paraplanner

Industry: Financial Services

Location: Taunton

Salary: £25,000-£30,000 (Negotiable)

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join an IFA company.

The position is with an IFA company who provide personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the Office.

 

The job primarily involves:

  • Liaising with advisers and providers
  • Preparing product and fund research
  • Obtaining Illustrations
  • Writing Suitability Reports (using templates/software)
  • Pre-populating client applications and compliance documents
  • Checking and preparing completed application paperwork

 

What’s in it for you:

  • Competitive salary dependent on experience
  • Training and development in a successful firm

 

Skills and experience required:

  • Process driven role: communication, prioritisation and time management skills
  • Qualifications not essential
  • Experienced financial services administrators with a desire to move into Paraplanning will be considered
  • Experience in a similar role desirable

 

Recruiters contact info:

Name: Angharad Jones

Email: angharad.jones@recruitukltd.co.uk

Tel: 01179170413

Whatsapp/mobile: 07399163970

Job Reference: 13228

 

 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 currently representing a Paraplanner role in Taunton to join an IFA company.

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.

 

Similar Open Jobs

  • Paraplanner

    • Reference No: 13281
    • Salary: £30,000-£35,000
    • Location: Preston
    • Recruiter Name:
      Andrew Nicholson

    Job Title: Paraplanner Industry: Financial Services Location: Preston Salary: £30,000 - £35,000   Job Description: Recruit UK are working on an excellent opportunity for a…

    read more
  • Paraplanner

    • Reference No: 13274
    • Salary: £30,000-£35,000
    • Location: Manchester
    • Recruiter Name:
      Andrew Nicholson

       Job Title: Paraplanner Industry: Financial Services Location: Manchester Salary: £30,000 - £35,000   Job Description: Recruit UK are working on an excellent opportunity for…

    read more
  • Paraplanner

    • Reference No: 12373
    • Salary: £25,000-£30,0000
    • Location: Derby
    • Recruiter Name:
      Katie Mihaylov

      Job Title: Paraplanner Industry: Financial Advice Location: Derby Salary: £25,000 - £30,000   Job Description: Recruit UK are working on an excellent opportunity for…

    read more
  • all jobs
x

looking for job?

BrowseUpload CV

No CV ?

chat with us