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Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Tredegar

Salary: £25,000 – £35,000

Reference Number: 14559

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Tredegar to join a Financial Planning firm.

Our client is a fast-growing, well established and well respected financial planning firm whose organic growth has led them to require more back-office support to aid their advisers. They are looking for a paraplanner to work alongside their highly experiences IFA’s to provide support with report writing and product research. They pride themselves on their technical knowledge so paraplanners with their Level 4 diploma are welcome.

As a paraplanner, your role will include working closely with the IFA’s and other back-office team members, to create suitability reports, research finance products, sit in on client meetings and processing new business. They are open to a wide variety of experience of paraplanners and the salary will accurately match your background and qualifications.

 

What’s in it for you as a Paraplanner:

  • Support with further examinations
  • Competitive salary
  • Work closely with Chartered advisers
  • Manage your own workload
  • Join a fast-growing, successful company

 

Skills and experience required:

  • Previous experience as a Paraplanner – Essential
  • Knowledge and understanding of Suitability reports – Essential
  • Level 4 diploma or Chartered status – Essential
  • In-depth understanding of UK finance products – Essential

 

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 pleased to be working with a Financial Planning firm based in Tredegar on a Paraplanning 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.
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Job Title: Paraplanner

Industry: Financial Services

Location: Tredegar

Salary: £25,000 – £35,000

Reference Number: 14559

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Tredegar to join a Financial Planning firm.

Our client is a fast-growing, well established and well respected financial planning firm whose organic growth has led them to require more back-office support to aid their advisers. They are looking for a paraplanner to work alongside their highly experiences IFA’s to provide support with report writing and product research. They pride themselves on their technical knowledge so paraplanners with their Level 4 diploma are welcome.

As a paraplanner, your role will include working closely with the IFA’s and other back-office team members, to create suitability reports, research finance products, sit in on client meetings and processing new business. They are open to a wide variety of experience of paraplanners and the salary will accurately match your background and qualifications.

 

What’s in it for you as a Paraplanner:

  • Support with further examinations
  • Competitive salary
  • Work closely with Chartered advisers
  • Manage your own workload
  • Join a fast-growing, successful company

 

Skills and experience required:

  • Previous experience as a Paraplanner – Essential
  • Knowledge and understanding of Suitability reports – Essential
  • Level 4 diploma or Chartered status – Essential
  • In-depth understanding of UK finance products – Essential

 

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 pleased to be working with a Financial Planning firm based in Tredegar on a Paraplanning 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.
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