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Job Title: Paraplanner
Industry: Financial Services
Location: Chepstow
Salary: £28,000 - £40,000
Reference Number: 9649
Job Description: ParaplannerRecruit UK are working on an excellent opportunity for an experienced Paraplanner in Chepstow to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations in line with company policy.
This is an exciting 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 including for pension switches and DB transfers.
- 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 and measure against the companies current risk criteria - Defaqto.
- Fully understand compliance procedures
What’s in it for you: Paraplanner
- Competitive Salary + excellent benefits
- 25 days annual leave
- Birthday off as additional leave
- Pension
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme.
Skills and experience required: Paraplanner
- Level 4 Diploma
- 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 Buckinghamshire 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.
