Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Witney

Salary: £37,000 – £46,000

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking to grow their back office support team in Witney, and would like to welcome an experienced Paraplanner to the team.

Working as part of a growing paraplanning team the Paraplanner will be responsible for supporting a number of Senior Paraplanners and Financial Planners with bespoke report writing for HNW private & corporate clients.

You will be given full exam support towards Chartered status as well as the opportunity to broaden your technical experience and report writing capabilities with structured training and on-going support/guidance from highly experienced Senior Paraplanners within the team.

What’s in it for you:

– A diverse range of cases for multiple Financial Planners
– Bespoke report writing for HNW & UHNW clients
– Full exam support towards Diploma and Chartered status (encouraged to progress)
– Structured progression into Senior Paraplanning/Financial Planner positions
– Excellent employee benefits & company/team events throughout the year

Skills and experience required:

– Previous experience within an IFA environment
– Previous experience in a Paraplanning position
– Broad technical knowledge of financial products and services
– Hold Level 4 Diploma or have progression towards this

Recruiters contact info:

Name:  Andrew Daly

Email: andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference: 13142

 

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, here at Recruit UK we currently representing a Paraplanner role in Witney to join a well-established financial planning practice.

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: Witney

Salary: £37,000 – £46,000

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking to grow their back office support team in Witney, and would like to welcome an experienced Paraplanner to the team.

Working as part of a growing paraplanning team the Paraplanner will be responsible for supporting a number of Senior Paraplanners and Financial Planners with bespoke report writing for HNW private & corporate clients.

You will be given full exam support towards Chartered status as well as the opportunity to broaden your technical experience and report writing capabilities with structured training and on-going support/guidance from highly experienced Senior Paraplanners within the team.

What’s in it for you:

– A diverse range of cases for multiple Financial Planners
– Bespoke report writing for HNW & UHNW clients
– Full exam support towards Diploma and Chartered status (encouraged to progress)
– Structured progression into Senior Paraplanning/Financial Planner positions
– Excellent employee benefits & company/team events throughout the year

Skills and experience required:

– Previous experience within an IFA environment
– Previous experience in a Paraplanning position
– Broad technical knowledge of financial products and services
– Hold Level 4 Diploma or have progression towards this

Recruiters contact info:

Name:  Andrew Daly

Email: andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference: 13142

 

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, here at Recruit UK we currently representing a Paraplanner role in Witney to join a well-established financial planning practice.

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 / Trainee Financial Planner

    • Reference No: 13154
    • Salary: £28,000-£35,000
    • Location: Coventry/Birmingham
    • Recruiter Name:
      Russell Davies

    Job Title: Paraplanner / Trainee Financial Planner Industry: Financial Advice Location: Coventry/Birmingham Salary: £28,000 - £35,000 Job Description: Recruit UK are working on an excellent…

    read more
  • Paraplanner

    • Reference No: 13174
    • Salary: €45,000
    • Location: Tenerife, Spain
    • Recruiter Name:
      Katie Mihaylov

    Job Title: Paraplanner Industry: Financial Advice Location: Tenerife, Spain Salary: €45,000 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in…

    read more
  • Paraplanner

    • Reference No: 13160
    • Salary: £37,000-£45,000
    • Location: Bournemouth
    • Recruiter Name:
      Angharad Jones

    Job Title: Paraplanner Industry: Financial Services Location: Bournemouth Salary: £37,000 - £45,000 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner…

    read more
  • all jobs
x

looking for job?

BrowseUpload CV

No CV ?

chat with us