Paraplanner
Salary
Up to 35,000 (negotiable dependent on experience)
Location
Warwick
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Warwick
Salary: Up to £35,000 (negotiable dependent on experience)
Job Reference: 16084
Job Description:
Are you looking for a new Paraplanning challenge? Looking for a supportive work environment?
Recruit UK are working on an excellent opportunity for a Paraplanner to join an expanding team within a well-established Financial Advice firm. They are growing nationally across multiple offices, providing the opportunity for progression and development.
This role would be great if you are friendly and enthusiastic and looking for the support to become Chartered.
The role includes:
- Providing the best possible paraplanning service to all advisers within the group, in line with targets
- Supporting advisers with their queries
- Aiding advisers with the progress meeting service to existing clients, complying with MiFID 2 regulations
- The paraplanning focus will mainly cover investment replacement, pension switching and drawdown arena, however, estate planning and other areas of financial planning will also be completed
- Salary Up to £35,000 depending on qualifications and experience
- Realistic and achievable bonus structure
- Excellent exam support; potential to sit 4 or 5 exams within a years’ experience
- Mentoring and support from the Head of Paraplanning
- 22 days holiday plus Bank Holidays
- Onsite parking
- Great company pension scheme
- Life cover/ Death in Service scheme
- Level 4 Diploma qualified (will consider those nearly qualified)
- Minimum of 1-year experience in paraplanning
- Desire to learn and grow, being open to guidance
- Good knowledge of relevant products and legislations, with the ability to interpret these into practice
- Due to rural location, own transport is required
- 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.