Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,South West,Bristol
- Full Time, Permanent
- £45,000 - £50,000 per annum, negotiable
Job Description:
Job Title: Paraplanner
Industry: Financial Planning
Location: Bristol
Salary: £45,000 - £50,000
Job Reference: 10039
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning practice in Cheltenham.
Our client is a UK-wide, successful, and growing Wealth Management and Investment Planning company. They support HNW and UHNW with holistic planning in all areas and have specialist in each field to offer bespoke and tailored advice.
Your role will include, but not be limited to:
*Writing and producing detailed suitability reports
*Preparing annual client reviews and meeting documents
*Cashflow modelling
*Understanding and analysing new and existing clients current personal and financial circumstances and objectives
Benefits:
*Competitive salary of up to £50,000
*Discretionary bonus scheme
*Ongoing training and development
*Hybrid working
*6% pension contribution
*Private medical insurance
*Exam funding and support
Skills and experience required:
*Strong experience working in a Paraplanning position
*Good understanding of UK market and FCA regulations
*Level 4 diploma, or equivalent
Industry: Financial Planning
Location: Bristol
Salary: £45,000 - £50,000
Job Reference: 10039
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning practice in Cheltenham.
Our client is a UK-wide, successful, and growing Wealth Management and Investment Planning company. They support HNW and UHNW with holistic planning in all areas and have specialist in each field to offer bespoke and tailored advice.
Your role will include, but not be limited to:
*Writing and producing detailed suitability reports
*Preparing annual client reviews and meeting documents
*Cashflow modelling
*Understanding and analysing new and existing clients current personal and financial circumstances and objectives
Benefits:
*Competitive salary of up to £50,000
*Discretionary bonus scheme
*Ongoing training and development
*Hybrid working
*6% pension contribution
*Private medical insurance
*Exam funding and support
Skills and experience required:
*Strong experience working in a Paraplanning position
*Good understanding of UK market and FCA regulations
*Level 4 diploma, or equivalent
Job number 3147850
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
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% ...