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Paraplanner (remote)

Cardiff
JR United Kingdom
Posted: 22h ago
Offer description

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Recruit UK are working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Chartered Paraplanner to join their team.

As an experienced Chartered Paraplanner or someone on the route to becoming Chartered, you will support their advisers in providing in-depth financial planning for private wealth clients, including undertaking product research, producing suitability reports, and conducting technical analysis.

They have a track record of developing their employees through funding professional studies and offering progression opportunities into advice or management, depending on your career goals. This is a home-based role with a monthly requirement to visit the office.

What’s in it for you:

* Salary up to £55,000
* Private Medical Insurance and Life Assurance
* Discretionary Bonus
* Funding for professional qualifications
* Flexible home working arrangement

Skills and experience required:

* Level 4 Diploma (CII or LIBF)
* Chartered or soon to be
* Strong technical knowledge
* Ability to work as part of a team to deliver excellent client service
* Skilled multi-tasker who can prioritise and plan their workload

If you are looking to join a company that truly values its employees and supports your career development, then apply online!

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are seeking a new job or trying to fill a role. We have a network of over 100,000 financial services contacts. Currently, Recruit UK is working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our commitment to you

* Start every journey with a conversation to understand you deeply.
* Provide honest feedback on your fit in the job market.
* Use our network across the financial industry to match you with the right position. If we believe you already have it, we’ll tell you.
* Adopt a holistic approach – career happiness is rarely just about salary.
* Cover the entire UK with regional teams providing a local touch.
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