At a Glance
- Tasks: Compile research, model cash flow, and create suitability reports for clients.
- Company: Dynamic financial services recruitment agency in Royal Leamington Spa.
- Benefits: Competitive salary, private medical and dental insurance, and career development support.
- Other info: Diverse role with opportunities for professional growth.
- Why this job: Join a supportive community and kickstart your wealth management career.
- Qualifications: Working towards CII Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 27000 - 33000 £ per year.
A financial services recruitment agency is seeking a Paraplanner in Royal Leamington Spa.
In this diverse role, you will compile research, perform cash flow modeling, and produce suitability reports for clients.
Candidates should ideally be working towards the CII Level 4 Diploma in Regulated Financial Planning.
The position offers a competitive salary and excellent benefits, including private medical and dental insurance, along with a supportive community environment to develop your career. #J-18808-Ljbffr
Paraplanner: Research‑Driven Wealth Management Career in Royal Leamington Spa employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
