Paraplanner


Company 

Recruit UK

Location 

Kent

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £60,000 Per Annum

Job Requirements/Description

Job Title: Paraplanner

Industry: Financial Planning

Location: Kent

Salary: £50,000 - £60,000

Job Description:

Recruit UK are working with an Independent Financial Planning firm, who are looking to expand their Paraplanning team.

This IFA are offering bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they are looking to grow their back-office team to ensure everyone is given an exceptional level of service.

This exciting opportunity can see you developing your Paraplanning career, managing a team of paraplanning or even moving into Financial Advice, with a client book to get you started. Therefore, wherever you are in your Paraplanning career, this job is for you!

Duties:

  • Understanding and analysing new and existing client current personal and financial circumstances and objectives
  • Writing and producing detailed suitability reports
  • Researching products for client individual circumstances and goals
  • Communicating with clients and working closely with the Financial Advisers
  • Supporting senior members of the team
  • Complying with FCA regulations

Benefits:

  • Competitive salary of £50-60,000
  • Hybrid working structure
  • Incredible opportunities to process into management and/or Financial Advice
  • A business that is growing, with new acquisitions consistently in the pipeline
  • 33 days holiday
  • Private medical
  • 5% pension contribution
  • Exam funding
  • Salary uplifts annual and for exams passed
  • Modern office building, with parking

Skills and experience required:

  • Minimum of 3 years in a Paraplanning position
  • Level 4 diploma required, close to completion may be considered
  • Drive to progress and develop career
Company 

Recruit UK

Location 

Kent

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£50,000 - £60,000 Per Annum

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