Paraplanner

Job Title: Paraplanner

Industry: Wealth management

Location: St.Albans

Salary: 40k plus (negotiable depending on experience)

Job Reference: 9748

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a respectable Wealth Management Company in Hertfordshire.

They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.

You will be joining the paraplanning team supporting Financial Advisers.

Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.

The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.

Key Accountabilities:

• To provide technical and research support to the planners
• To assist the support team and compliance department when required
• Prepare suitability reports and summary of recommendations for processing team
• Question the planner's recommendations if applicable
• Learn and maintain an understanding of firms centralised investment proposition
• Ensure client records are maintained correctly on IO

Skills and experience required: Paraplanner

• Paraplanning experience
• Level 4 Diploma Cii
• Ideally Chartered

. Benefits:

• Salary £40k plus dependent on experience
• Private medical
• Generous annual leave, plus bank holidays
• Pension contribution
• Career development
• Long-term career progression opportunities

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 is pleased to be working with a Wealth Management firm based in Herts on a Paraplanner role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.