Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Cirencester
Salary: £45,000 - £55,000
Job Reference: 10235
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester.
Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners
Duties:
* Creating and producing suitability reports post client meeting, both new business and annual reviews
* Product research post meeting
* Cashflow modelling
* Liaising with clients and product providers and working closely with the Admin team
* Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
* Highly competitive salary of up to £55,000 (depending on exp and quals)
* Discretionary bonus scheme
* Hybrid working
* 6% pension contribution
* 25 days holiday
* Birthday off
* Buy and sell scheme
* Private medical insurance
* 4x DIS
* Progression opportunities available if interested
* Exam funding and support to get to Chartered status (if desired)
Skills and experience required:
* Level 4 Diploma minimum, working towards Chartered ideal
* Experience working in a Financial Planning firm as a Paraplanner
* Strong knowledge of FCA regulations and products.