Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Tunbridge Wells

Salary: £35,000 – £42,500

Reference Number: 9716

Job Description: Paraplanner

Recruit UK are working on an excellent opportunity for an experienced Paraplanner in Tunbridge Wells to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Senior Financial Adviser, you will assist the Financial Adviser in all areas of client support, including preparing advice and recommendations.

This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.

The Role includes: Paraplanner

• 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: Paraplanner

• Competitive starting salary up to £42,500k
• Hybrid working (after probation)
• HNW Clients
• Excellent Benefits: DIS, Flex Bens, Pension
• Paraplanning team
• Study support

Skills and experience required:

• Diploma (Dip PFS) or equivalent
• Paraplanning experience

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. Right now, Recruit UK are pleased to be working with a leading Financial Advice Company based in London on an experienced Paraplanner role.

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.