Paraplanner
other jobs Recruit UK
Added before 5 Days
- England,North West,Lancashire
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job descriptionRecruit UK is working with a rapidly growing, national Wealth Manager who are looking for a Paraplanner to join them in Wigan, to support a team of Financial Planners. This is a hands-on, technical paraplanning role where you will work on a wide range of client cases, gaining valuable exposure to many different areas of financial advice.
This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations.
Responsibilities
*Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
*Provide guidance to advisers on aspects of specific cases to support advice
*Conduct thorough research to support financial planning
What’s in it for you:
*Salary up £45,000
*Hybrid working
*Clear progression route to Financial Adviser
*Funded exams and additional revision support
*Discretionary bonus
*Holiday: 25 days, plus Bank Holidays and Christmas closures
*DIS, Pension, Sick Pay
Skills and experience required:
*Level 4 Diploma in Financial Planning
*Minimum 1 year of Paraplanning experience
This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations.
Responsibilities
*Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
*Provide guidance to advisers on aspects of specific cases to support advice
*Conduct thorough research to support financial planning
What’s in it for you:
*Salary up £45,000
*Hybrid working
*Clear progression route to Financial Adviser
*Funded exams and additional revision support
*Discretionary bonus
*Holiday: 25 days, plus Bank Holidays and Christmas closures
*DIS, Pension, Sick Pay
Skills and experience required:
*Level 4 Diploma in Financial Planning
*Minimum 1 year of Paraplanning experience
Job number 4195050
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