Job Title: Paraplanner
Industry: Financial Services
Location: Weybridge
Salary: Up to £50,000
Job Reference: 9673
Job Description:
Recruit UK are working on an excellent opportunity for a Level 4 Diploma qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge. You will be responsible for supporting the Partners in the practice.
The average client has at least £500k to invest and so the successful candidate will be required to write bespoke reports that are specifically tailored to the client’s requirements. A high attention to detail, thinking outside the box, a ‘personal touch’ and being able to deal with more complex investment solutions are therefore a prerequisite.
In addition, you will support Partners in carrying out high-quality research on a full range of Financial Planning products in line with the client’s advice process and compliance framework and writing detailed strategy and recommendation reports resulting in specific recommendations.
Role Responsibilities:
* Ability to understand and articulate the Advisers requirements, flagging any concerns where appropriate.
* Obtaining information on clients’ existing financial arrangements and conducting gap analysis.
* Producing strategy reports providing high level options addressing identified gaps in planning.
* Preparing personalised high-quality reports that are clear to the client
* Ability to maintain a high level of communication with the relevant adviser throughout the process
What do they offer?
* Salary Up to £50,000
* Hybrid working
* Extensive list of health & wellbeing benefits
* Extensive list of financial/protection benefits
Skills and experience required:
* Level 4 Diploma in Financial Advice
* Previous experience working as a paraplanner
* An articulate communicator.
* Honesty, integrity, and ability to maintain confidentiality.
* Hard working and responsive to the need to deliver a high-quality support service.
* Attention to detail and high standards of work.
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 an award-winning financial planning firm whose head offices are based in Weybridge, on a 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.