Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,South West,Gloucestershire
- Full Time, Permanent
- £45,000 - £55,000 per annum
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.
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.
Job number 3551813
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...