Job Title: Paraplanner
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Industry: Financial Planning
Location: St Albans
Salary: up to £50,000
Job Reference: 10592
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in St Albans.
Our client is a highly successful Financial Planning and Investment Management firm who look over £1.6 billion AUM with clients across the UK. They are going from strength to strength and aren't slowing down so are looking for a Paraplanner to join their back office team. You will work alongside other paraplanners to provide technical support to the Advisers and ensuring the best outcomes for clients.
Duties:
- Preparing and drafting suitability reports
- Building and maintaining cashflow models
- Attending client meetings where required
- Work closely with the administration team to maintain accurate documents and back office systems
Benefits:
- Competitive salary of up to £50,000
- 25 days holiday
- +/- 5 days buy/sell scheme
- 5% pension contribution
- Discretionary xgikmsk bonus scheme
- Flexible working hours
- Ample opportunity to progress in whatever way you want
- Truly supportive working environment
Skills and experience required:
- Experience working in a Paraplanning position
- Level 4 Diploma, working towards may be considered
- Good knowledge of UK products and market
...
Paraplanner in St Albans employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
