Full job descriptionJob Title: Paraplanner
Industry: Financial Planning
Location: Cheltenham
Salary: up to £55,000
Job Reference: 10235
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester.
Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanner who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners.
Duties:
*Support the technical paraplanners with suitability reports
*Support with product research post meeting
*Support with cashflow modelling
*Liaising with clients and product providers
*Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
*Highly competitive salary of up to £50,000
*Discretionary bonus scheme
*Hybrid working
*6% pension contribution
*25 days holiday
*Birthday off
*Buy and sell scheme
*Private medical insurance
*4x DIS
*Progression opportunities available if interested
*Exam funding and support to continue qualifications
Skills and experience required:
*Level 4 Diploma, working towards may be considered
*Experience working in a Paraplanning position
*Strong knowledge of UK products