Job Details

 

Job Title: Senior Paraplanner

Industry: Financial Planning

Location: Kettering

Salary: £35,000 – £45,000

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Kettering to join an Independent Financial Advice practice.

This company offer whole of market bespoke advice, tailored to their clients as individuals. They truly focus on ensuring their clients are provided with the highest quality service possible. This firm goes above and beyond to source the best possible options for their clients, thus giving a well-rounded unbiased approach to advise.

They are currently looking to bring on a Senior Paraplanner to join their existing team in their office near Kettering. This role will play an integral part in ensuring quality and detail is provided in the advice process.

The role will involve you compiling client research, researching into products and services ensuring clients have the best whole of market advice. Understanding and reviewing clients’ long-term financial goals, following up and discussing with the provider, client and advisers as necessary regarding queries and ensuring communication is at a constant flow. Ensuring all compliance procedures within your remit are adhered to, obtaining valuations, completing and reviewing suitability reports as well as ensuring this is done in a timely and efficient manner.

 

What’s in it for you?

  • Salary negotiable dependent on skills and experience (£35,000 to c£40,000)
  • Negotiable holiday up to 25 days plus bank holidays
  • Pension contribution
  • 3 x Death in Service
  • To work with an excellent local company that is very reputable in the market

 

Skills and experience required:

  • Level 4 Diploma
  • Passion for providing a quality service
  • Good Organisational skills
  • Excellent communication skills
  • Attention to detail and analytical skills
  • Strong report writing skills

 

Recruiters contact info:

Name:  Katie Mihaylov

Email:  Katie.Mihaylov@recruitukltd.co.uk

Tel: 01179 170417

WhatsApp/mobile: 07399 163966

Job Reference:  13243

         

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 an Independent Financial Advice firm based in Kettering on a Senior 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: Senior Paraplanner

Industry: Financial Planning

Location: Kettering

Salary: £35,000 – £45,000

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Kettering to join an Independent Financial Advice practice.

This company offer whole of market bespoke advice, tailored to their clients as individuals. They truly focus on ensuring their clients are provided with the highest quality service possible. This firm goes above and beyond to source the best possible options for their clients, thus giving a well-rounded unbiased approach to advise.

They are currently looking to bring on a Senior Paraplanner to join their existing team in their office near Kettering. This role will play an integral part in ensuring quality and detail is provided in the advice process.

The role will involve you compiling client research, researching into products and services ensuring clients have the best whole of market advice. Understanding and reviewing clients’ long-term financial goals, following up and discussing with the provider, client and advisers as necessary regarding queries and ensuring communication is at a constant flow. Ensuring all compliance procedures within your remit are adhered to, obtaining valuations, completing and reviewing suitability reports as well as ensuring this is done in a timely and efficient manner.

 

What’s in it for you?

  • Salary negotiable dependent on skills and experience (£35,000 to c£40,000)
  • Negotiable holiday up to 25 days plus bank holidays
  • Pension contribution
  • 3 x Death in Service
  • To work with an excellent local company that is very reputable in the market

 

Skills and experience required:

  • Level 4 Diploma
  • Passion for providing a quality service
  • Good Organisational skills
  • Excellent communication skills
  • Attention to detail and analytical skills
  • Strong report writing skills

 

Recruiters contact info:

Name:  Katie Mihaylov

Email:  Katie.Mihaylov@recruitukltd.co.uk

Tel: 01179 170417

WhatsApp/mobile: 07399 163966

Job Reference:  13243

         

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 an Independent Financial Advice firm based in Kettering on a Senior 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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