Technical Consultant / Paraplanner
Salary
Up to 40,000
Location
London
Job Type
Full Time
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Job Title: Technical Consultant / Paraplanner
Industry: Financial Services
Location: City of London
Salary: Up to £40,000
Reference Number: 14006
Job Description:
Recruit UK are working on an excellent opportunity for a Technical Consultant / Paraplanner in the City of London to join a Chartered wealth management firm.
The company offers bespoke, independent investment advice to private clients and, due to increasing demand in their services, they are now looking for someone to provide direct support to two Private Client Directors, assisting them in delivering an outstanding, holistic financial planning service.
You must be a highly technical, service-driven individual with great attention to detail and experience writing suitability reports. They are looking for someone who is flexible in their approach and can work independently and to tight deadlines, as well as being effective as part of a small team.
If you have experience of performing technical paraplanner duties in an IFA setting and are part or full Level 4 Diploma qualified, then this could be the role you’ve been waiting for. This is a great opportunity to work for a Top 100 UK IFA which has an outstanding reputation, not just within the industry but also amongst its employees.
What’s in it for you:
- The ‘Best Financial Advice Firm to Work For’
- Work for a Top 100 IFA
- Discretionary annual bonus
- Full funding for professional exams
- Fantastic benefits package, including PMI, PHI and DIS
- Competitive salary up to £40,000
- Level 4 Diploma qualified (or working towards)
- Experience working as a Paraplanner in an IFA setting
- Strong understanding of the Financial Advice process
- Experience writing suitability reports
- Ability to work as part of a team to deliver excellent client service
- Skilled multi-tasker who can prioritise and plan own workload
- 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.