Paraplanner
Job Title: ParaplannerIndustry: Financial Planning Location: CirencesterSalary: £45,000 - £55,000Job Reference: 10235Job Description:Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester.Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplannersDuties: Creating and producing suitability reports post client meeting, both new business and annual reviewsProduct research post meeting Cashflow modellingLiaising with clients and product providers and working closely with the Admin team Adhering to strict FCA regulations and ensuring compliance regulations metBenefits:Highly competitive salary of up to £55,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interestedExam funding and support to get to Chartered status (if desired)Skills and experience required:Level 4 Diploma minimum, working towards Chartered ideal Experience working in a Financial Planning firm as a Paraplanner Strong knowledge of FCA regulations and products. ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!