Job Title: Paraplanner
Industry: Financial Planning
Location: Remote/Dorset
Salary: £38,000 - £42,000
Job Reference: 9196
Job Description:
Recruit UK are working on an exciting opportunity for a remote Paraplanner in the Dorset area to work for a financial planning firm.
Our client is a highly successful and UK wide Asset Management company, who continue to go from strength to strength each year. This company approaches their work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs. Offering the right environment to their employee’s is also paramount to their success and as such, have made the option for this role to be fully remote, with travel to the Dorset office as and when required.
Duties will include but not limited to:
* Work closely with the advisers to discuss client meetings and needs
* Undertake research on suitable solutions
* Prepare recommendation reports
* Check all compliance paperwork are present
* Keep back office systems updated
Benefits:
* Competitive salary of up to £42,000
* Discretionary bonus
* 25 days holiday (option to buy more)
* Predominantly working from home, with some occasional office travel
* Life Assurance (x4 salary)
* Juicy company pension scheme (10% contribution)
* Private health insurance
* Employee Wellbeing Assistance programme
* Season Ticket Loan
* Share incentive scheme
* Access to financial advice
Skills and experience required:
* Level 4 diploma in Financial Planning
* Experience working in a similar position
* Good understanding of UK products