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Paraplanner

Recruit UK
Posted 15 days ago, valid for 3 days
Location

Andover, Hampshire SP110HS, England

Salary

£30,000 - £36,000 per annum

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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 title is Paraplanner at a wealth management firm located in Andover.
  • The salary for this position ranges from £40,000 to £55,000, with higher salaries negotiable based on experience.
  • Candidates are required to have previous paraplanning experience and proficiency in Excel and Intelligent Office.
  • Key responsibilities include data analysis, research, preparing suitability reports, and client communication.
  • The firm offers benefits such as 25 days of annual leave, hybrid working options, and long-term career progression.

Job Title: Paraplanner

Industry: Wealth management

Location: Andover

Salary: £40,000,000 - £550,000 (Higher salary negotiable on experience)

Job reference: 9382

Job Description:

Recruit UK is delighted to be partnering with a thriving wealth management firm based in Andover, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth.

Duties will include:

  • Gathering and analysing data
  • Conducting research
  • Preparing suitability reports
  • Cashflow modelling
  • Compliance duties
  • Preparation of illustrations and key documents
  • Dealing with client queries

Benefits:

  • 25 days annual leave plus bank holidays
  • Option to purchase more holiday
  • Birthday off
  • Salary up to £55,000
  • Hybrid working
  • Death in service
  • Company pension
  • Long term career progression

Skills and experience required:

  • Previous paraplanning experience
  • Proficient use of Excel and Intelligent Office
  • Interest in investments
  • Ability to multitask
  • Problem solving skills
  • Excellent communication skills - both written and verbal
  • Ability to work independently and as a team

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 an Independent Financial Planning firm in Andover 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.