Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: West-Super-Mare, Somerset

Salary: £30,000 – £37,000

 

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Weston-super-mare to join a UK Top 50 firm.

The responsibly of the role is to contribute to the clients and business success. This firm provides high quality advice to businesses and individuals locally and nationally, motivating their people to help businesses and individuals to achieve their objectives.

This position is for a Paraplanner / Client Services Team Coordinator to join their Taunton office. They’re looking for a qualified individual with a sound knowledge of investments and pensions to use their experience in a similar role to help their expanding offices.

In order to be considered, you will need to have an understanding of research tools such as FE Analytics, Synaptics and Selectapension.


What’s in it for you:

  • Competitive Salary circa £30,000 – £37,000
  • Flexible hours and home working hours schemes
  • Salary  reviews six monthly for trainees and annually for all other members of staff
  • Paid annual Leave 23 days plus 8 Bank Holidays with the ability to annually carry over 2 days holiday into next year
  • Bonus schemes available to all members of staff including discretionary bonus
  • Life Insurance cover 3 times basic salary to normal retirement age
  • Aviva Pension matched up to 3%;
  • Fully funded support for training and paid time to study
  • Performance and Development Discussions six monthly for all members of staff
  • Other great flexible benefits including cycle to work, PMI, Cash Plan

 

Skills and experience required:

  • Dip PFS or equivalent
  • Excellent IT office skills
  • Excellent communication skills including the ability to contact clients and update personal information via telephone
  • Previous experience of using intelligent office
  • Experience of Cashflow modelling software

 

Recruiters contact info:

Name: Joseph Demmery                              

Email: Joseph.demmery@recruitukltd.co.uk                                

Tel: 01179450450                                    

WhatsApp/mobile: 07399163962          

Job Reference: 13324     

 

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 UK Top 50 firm based in Weston-super-mare 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 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: West-Super-Mare, Somerset

Salary: £30,000 – £37,000

 

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Weston-super-mare to join a UK Top 50 firm.

The responsibly of the role is to contribute to the clients and business success. This firm provides high quality advice to businesses and individuals locally and nationally, motivating their people to help businesses and individuals to achieve their objectives.

This position is for a Paraplanner / Client Services Team Coordinator to join their Taunton office. They’re looking for a qualified individual with a sound knowledge of investments and pensions to use their experience in a similar role to help their expanding offices.

In order to be considered, you will need to have an understanding of research tools such as FE Analytics, Synaptics and Selectapension.


What’s in it for you:

  • Competitive Salary circa £30,000 – £37,000
  • Flexible hours and home working hours schemes
  • Salary  reviews six monthly for trainees and annually for all other members of staff
  • Paid annual Leave 23 days plus 8 Bank Holidays with the ability to annually carry over 2 days holiday into next year
  • Bonus schemes available to all members of staff including discretionary bonus
  • Life Insurance cover 3 times basic salary to normal retirement age
  • Aviva Pension matched up to 3%;
  • Fully funded support for training and paid time to study
  • Performance and Development Discussions six monthly for all members of staff
  • Other great flexible benefits including cycle to work, PMI, Cash Plan

 

Skills and experience required:

  • Dip PFS or equivalent
  • Excellent IT office skills
  • Excellent communication skills including the ability to contact clients and update personal information via telephone
  • Previous experience of using intelligent office
  • Experience of Cashflow modelling software

 

Recruiters contact info:

Name: Joseph Demmery                              

Email: Joseph.demmery@recruitukltd.co.uk                                

Tel: 01179450450                                    

WhatsApp/mobile: 07399163962          

Job Reference: 13324     

 

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 UK Top 50 firm based in Weston-super-mare 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 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.

 

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