Paraplanner
Salary
25,000-30,0000
Location
Taunton
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
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
- Competitive salary dependent on experience
- Training and development in a successful firm
- 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
- 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.