Paraplanner
other jobs Recruit UK
Added before 4 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £32,000 - £42,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Financial Services
Location: Leicester
Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications)
Reference Number: 9999
Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.
This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
Responsibilities
*Research, analyse and draft recommendation reports
*Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
*Prepare, research and produce annual reviews, including for Drawdown Pensions.
*Review the client’s investment portfolio, performance, asset allocation, risk profile etc
*Fully understand compliance procedures
What’s in it for you:
*Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set)
*Hybrid working after probation
*HNW Clients
*33 days holiday (including bank holidays)
*Excellent Benefits: DIS, Annual leave purchase scheme, Pension
*Great Paraplanning team
Skills and experience required:
*Diploma (Dip PFS) or equivalent
*Paraplanning experience
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: Leicester
Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications)
Reference Number: 9999
Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.
This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
Responsibilities
*Research, analyse and draft recommendation reports
*Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
*Prepare, research and produce annual reviews, including for Drawdown Pensions.
*Review the client’s investment portfolio, performance, asset allocation, risk profile etc
*Fully understand compliance procedures
What’s in it for you:
*Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set)
*Hybrid working after probation
*HNW Clients
*33 days holiday (including bank holidays)
*Excellent Benefits: DIS, Annual leave purchase scheme, Pension
*Great Paraplanning team
Skills and experience required:
*Diploma (Dip PFS) or equivalent
*Paraplanning experience
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 3455936
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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% ...