Senior Paraplanner / Financial Planner
Salary
Central London
Location
Job Type
Full Time|Hybrid
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Job Title: Senior Paraplanner / Financial Planner
Industry: Financial Services
Location: Central London
Salary: £50,000
Reference Number: 14341
Job Description:
Recruit UK are working on an excellent hybrid opportunity for a Senior Paraplanner / Financial Planner in London to join a globally renowned financial advisory firm.
Due to the continued success of their UK private wealth team, they are seeking to appoint someone in a hybrid technical / advice capacity. The role will be split between producing suitability reports for new business and providing ongoing financial advice for existing clients. This is an excellent opportunity to develop your advice skillset without the pressure of new business targets.
As this is a hybrid role, it offers excellent variation and would suit:
- An experienced, Level 4 qualified Paraplanner who wants more direct client interaction and the opportunity to progress into an advisory role
- A current adviser who enjoys technical research and wants existing clients to service without the pressure of new business generation
- A supportive, collaborative working environment
- Full support with professional studies
- Structured progression opportunity
- Support with attaining CF30 status (if not already held)
- Up to 14% pension employee contribution
- 28 days annual leave, rising to 30
- Other great benefits, including private health care, gym subsidy and much more
- Employee appreciation events
- Salary c£50,000
- Level 4 Diploma essential (CII or LIBF)
- Currently studying towards Chartered status (desirable)
- CF30 status (or willingness to progress to this)
- Ability to manage a complex workload
- Strong client-centric ethos
- Commitment to CPD
- Strong working knowledge of pensions
- 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.