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Paraplanner (remote)

Glasgow (Glasgow City)
JR United Kingdom
Posted: 29 June
Offer description

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Recruit UK is 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 advisers in providing in-depth financial planning for private wealth clients, including 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 own workload

If you are looking to join a company that 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.
* Utilize our network across the financial sector to match you with your ideal position. If we believe you already have it, we’ll tell you.
* Adopt a holistic approach – career happiness is rarely just about money.
* Cover the entire UK with a local touch through our regional teams.
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