Senior Paraplanner
other jobs Recruit UK
Added before 12 Days
- England,East of England,Norfolk,Norwich
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Job Title: Senior Paraplanner
Industry: Financial Planning
Location: Norwich(Hybrid)
Salary: up to £50,000
Job Reference: 9978
Job Description:
Recruit UK is working on an exciting opportunity for a Senior Paraplanner to join a Financial Planning firm in Norwich.
Our client is a successful and growing financial planning firm, with a presence across the whole of the UK. As their proposition and office continue to expand in Norwich, they are looking for a Paraplanner to join their paraplanning team.
This is a fantastic opportunity for someone who considers themselves a career paraplanner or someone who is looking to take the next step in their career to become a Financial Adviser – they will give loads of opportunities to progress and grow!
Duties:
*Create suitability reports following client meetings, both new business and annual reviews
*Researching relevant products
*Work closely with the Financial Advisers and the administration team
*Liaise with clients and providers where applicable
Benefits:
*Competitive salary of up to £50,000 (negotiable for the right candidate)
*Private medical insurance
*25 days of annual leave with a buy/sell scheme
*Hybrid working from the start
*Christmas closure
*Annual discretionary bonus
*Endless career progression opportunities
*Exam funding and support
Skills and experience required:
*Experience working in a Paraplanning position, or with the duties highlighted above
*Strong technical knowledge
*Level 4 Diploma with progress towards Advanced Diploma
Industry: Financial Planning
Location: Norwich(Hybrid)
Salary: up to £50,000
Job Reference: 9978
Job Description:
Recruit UK is working on an exciting opportunity for a Senior Paraplanner to join a Financial Planning firm in Norwich.
Our client is a successful and growing financial planning firm, with a presence across the whole of the UK. As their proposition and office continue to expand in Norwich, they are looking for a Paraplanner to join their paraplanning team.
This is a fantastic opportunity for someone who considers themselves a career paraplanner or someone who is looking to take the next step in their career to become a Financial Adviser – they will give loads of opportunities to progress and grow!
Duties:
*Create suitability reports following client meetings, both new business and annual reviews
*Researching relevant products
*Work closely with the Financial Advisers and the administration team
*Liaise with clients and providers where applicable
Benefits:
*Competitive salary of up to £50,000 (negotiable for the right candidate)
*Private medical insurance
*25 days of annual leave with a buy/sell scheme
*Hybrid working from the start
*Christmas closure
*Annual discretionary bonus
*Endless career progression opportunities
*Exam funding and support
Skills and experience required:
*Experience working in a Paraplanning position, or with the duties highlighted above
*Strong technical knowledge
*Level 4 Diploma with progress towards Advanced Diploma
Job number 3609500
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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% ...