Job Description
Job Title: Paraplanner
Industry: Wealth management
Location: Kimbolton, Cambridgeshire
Salary: Up to £45,000 (depending on experience)
Job Reference: 9754
I'm working on an excellent opportunity for an experienced Paraplanner who has knowledge of Employee Benefits to join a respectable Wealth Management Company.
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.
They are actively seeking a Paraplanner to join their paraplanning team supporting their 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 Advisers
* Have knowledge on Employee Benefits
* 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 or 3 years plus experience without Dip Level 4
* Knowledge of Employee Benefits is ideal
Benefits:
* Salary up to £45,000, dependent on experience
* Private medical
* Hybrid Working
* 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 Cambridgeshire on a Paraplanner role.
Our commitment to you:
* Recruit UK equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
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