Job Description
Job Title: Paraplanner
Industry: Financial Services
Location: Tunbridge Wells
Salary: £45,000
Reference Number: 9716
Job Description: ParaplannerRecruit UK are working on an excellent opportunity for an experienced Paraplanner in Tunbridge Wells to join a leading Independent Financial Advice Company. This is an excellent opportunity to work in collaboration with a Senior Financial Adviser, you will assist the Financial Adviser in all areas of client support, including preparing advice and recommendations.
This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes: Paraplanner
* Research, analyse and draft recommendation reports
* Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
* Prepare, research and produce annual reviews, including for Drawdown Pensions.
* Review the client’s investment portfolio, performance, asset allocation, risk profile etc
* Fully understand compliance procedures
What’s in it for you: Paraplanner
· Competitive starting salary up to £45k
· Hybrid working (after probation)
· HNW Clients
· Excellent Benefits: DIS, Flex Bens, Pension
· Paraplanning team
· Study support
Skills and experience required:
· Ideally Level 4 Diploma (Dip PFS) or equivalent
· Paraplanning experience
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 a leading Financial Advice Company based in Tunbridge Wells on an experienced Paraplanner 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.