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Paraplanner (Remote)

Recruit UK
Posted a day ago, valid for a month
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job opening is for a Paraplanner in the financial services industry, based from home with a requirement to visit the office monthly.
  • The position offers a competitive salary of £55,000 and includes a pension plan with a 10% employer contribution, private medical insurance, and a discretionary bonus.
  • Candidates must have a Level 4 Diploma (CII or LIBF) and strong technical knowledge, along with the ability to work effectively as part of a team.
  • The role involves supporting advisers in providing in-depth financial planning for private wealth clients through product research and suitability reports.
  • This opportunity also includes funding for professional qualifications and potential progression into advice or management roles.

Job Title: Paraplanner

Industry: Financial Services

Location: Home based (London/Gatwick)

Salary: £55,000

Job Ref: 9642

Recruit UK are working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Paraplanner their team.

They are looking for an experienced Paraplanner to support their advisers in the provision of in-depth financial planning private wealth clients, through undertaking product research, producing suitability reports and conducting technical analysis.

They have a track record of developing their employees through funding professional studies and offering progression opportunities into either advice or management depending on your desired career path. This is a home based role with monthly requirement to visit the office.

What’s in it for you:

  • Salary up to £55,000
  • Pension Plan (10% employer contribution)
  • Private Medical Insurance and Life Assurance
  • Discretionary Bonus
  • Funding for professional qualifications
  • Progression Opportunities
  • Flexible home working arrangement

Skills and experience required:

· Level 4 Diploma (CII or LIBF)

  • Strong technical knowledge
  • Ability to work as part of a team to deliver excellent client service
  • Skilled multi-tasker who can prioritise and plan own workload

If you are looking to join a company that truly values their employees, and will support you with your career then apply online!

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 UK Wealth Management Firm on a 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.