Senior Paraplanner
Job Title: Senior Paraplanner
Industry: Financial Services
Location: Barnstable, North Devon
Salary: £35,000 – £42,000
Job Reference: 6767
Job Description:
Recruit UK is working on an excellent opportunity for a Senior Paraplanner to join an Independent Financial Advice practice in Devon.
This opportunity is predominately remote, although you would be supporting an adviser in Barnstable therefore having access to the office for meetings as and when required is necessary.
The firm in question ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
They are currently looking to bring on a Paraplanner to join their existing team of paraplanners across the UK. The client has a large presence in the wealth management industry but prides itself on each practice/adviser offering a bespoke service.
This role will involve preparing suitability letters, preparing draft recommendation reports, preparing information and comparisons for analysis, compiling research, and discussing client objectives. You would work alongside a Senior Financial Planner within the business and would play a key role in the ongoing client servicing with support from their Executive Assistant.
What’s in it for you?
- Salary negotiable dependent on skills and experience circa £42,000
- Discretionary bonus scheme
- The company will match pension contributions up to the rate of 5%
- Home working
- Group DIS/ Group Income Protection
- Assistance with future examinations
- 28 dates of annual leave
- Health Cash Plan
- Level 4 Diploma or working toward
- Good technical knowledge including pensions, IHT Planning, Protection, Investments, and tax planning
- Experience Paraplanning in an IFA or Wealth Management firm
- Attention to detail and analytical skills
- Cash flow experience (desirable)
- 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.