Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: London

Salary: £50-60,000

Job Reference: 10661

Job Description:

Recruit UK are working with a longstanding and highly successful Financial Planning firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

Due to expansion and progression within the team, they are looking for a Paraplanner to join their technical team. Although this role start as a 12 month fixed term contract, there is opportunity for the role to extend and go permanent at the end.

Duties:

• Creating suitability reports following client meetings
• Attending client meetings and supporting in maintaining strong relationships
• Cashflow modelling
• Conducting product research with recommendations
• Ensuring compliance and FCA regulations are followed
• Work closely alongside the administrators and advisers

Benefits:

• Competitive salary of up to £60,000
• Hybrid working
• Excellent training and development
• 10% pension contribution
• 25 days holiday, rising to 30. +/- 5 days
• Clear progression routes
• Support with professional qualifications
• Bonus/commission scheme
• Attractive benefits package including private medical

Skills and experience required:

• Level 4 Diploma through CII, or equivalent
• Minimum of 2 years Paraplanning experience
• Experience using a centralised tool and templates