Paraplanner
other jobs Recruit UK
Added before 4 Days
- England,West Midlands,Warwickshire,Nuneaton and Bedworth
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Financial Services
Location: Nuneaton (Hybrid)
Salary: Up to £40,000
Reference Number: 10361
Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Nuneaton.
As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.
Responsibilities:
*Research, analyse, and draft recommendation reports
*Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
*Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
*Review clients’ investment portfolios, including performance, asset allocation, and risk profiles
What’s in it for you:
*Salary up to £40,000 (dependent on skills, qualifications, and experience)
*Pension contributions
*30 days’ annual leave
*Private medical insurance
*Hybrid working
*Strong benefits package
*Ongoing development and career progression opportunities
Skills and experience required:
*Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm
*Level 4 Diploma is desirable, but candidates studying towards it will also be considered
Get in touch or apply online to find out more about this opportunity!
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.
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.
Industry: Financial Services
Location: Nuneaton (Hybrid)
Salary: Up to £40,000
Reference Number: 10361
Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Nuneaton.
As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.
Responsibilities:
*Research, analyse, and draft recommendation reports
*Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
*Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
*Review clients’ investment portfolios, including performance, asset allocation, and risk profiles
What’s in it for you:
*Salary up to £40,000 (dependent on skills, qualifications, and experience)
*Pension contributions
*30 days’ annual leave
*Private medical insurance
*Hybrid working
*Strong benefits package
*Ongoing development and career progression opportunities
Skills and experience required:
*Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm
*Level 4 Diploma is desirable, but candidates studying towards it will also be considered
Get in touch or apply online to find out more about this opportunity!
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.
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.
Job number 3721157
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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% ...