Overview
Director/Senior Recruitment Consultant - Financial Services - South West & Wales
Are you a highly skilled Paraplanner looking to join a prestigious, award-winning financial planning and investment management firm? This is an exceptional opportunity to become part of a true market leader with offices across the UK, renowned for their commitment to staff development, client service and career progression. Our client is seeking a Level 4 qualified Paraplanner to join their dynamic Winchester team. Working closely with a team of highly successful Financial Planners, you will play a vital role in delivering comprehensive technical support while being a key point of contact for clients.
What’s on Offer
* Basic salary up to £53,000
* Generous annual bonus scheme
* Hybrid working for a great work-life balance
Excellent company benefits including:
* Life cover & income protection
* Private Medical Insurance
* 25 days holiday + bank holidays
* Option to buy/sell additional holidays
Key Responsibilities
* Provide high-quality technical support to Financial Planners and clients
* Prepare detailed reports, research and recommendations
* Liaise directly with clients, ensuring exceptional service delivery
* Support the completion of complex financial planning solutions
* Stay up to date with industry regulations and standards
What We’re Looking For
* Level 4 Diploma qualified as a minimum (further exams advantageous)
* Previous experience as a Paraplanner within financial planning/wealth management
* Strong technical knowledge and attention to detail
* Excellent communication and client relationship skills
* Ambition to develop and progress within a leading firm
This company is well-known for minimal staff turnover, reflecting the supportive and rewarding working environment. They actively encourage and fund further qualifications, offering clear career progression pathways for ambitious individuals.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
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