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Paraplanner

Recruit UK
Posted 23 days ago, valid for 6 days
Location

Hitchin, Hertfordshire SG4 7RB

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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  • A leading Financial Planning firm in Hitchin is seeking a Paraplanner with a salary of up to £40,000.
  • The role requires a minimum of 3 years of Paraplanning experience and a Level 4 diploma or equivalent.
  • The position involves client-facing responsibilities alongside financial advisers, preparing suitability reports and conducting research.
  • The firm offers a competitive benefits package, including a discretionary bonus scheme, hybrid working, and 24 days of annual leave.
  • This opportunity is ideal for candidates looking for career progression in a supportive and established environment.

Job Title: Paraplanner

Industry: Financial Planning

Location: Hitchin.

Salary: Up to £40,000

Job Reference: 9151

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner in Hertfordshire to join a Financial Planning firm.

Our client are a leading Financial Planning firm, and have been establised for over 15 years. They continue to go from strength to strength. They are looking to expand their Paraplanning team due to an increase in clientele as well as servicing existing ones so this could be the perfect opportunity.

The most exciting part of this role is that you will be client facing, alongside the financial advisers. This firm prides itself on a truly tailored and cohesive experience to all of their clients and thinks its important for the technical team to be involved in those relationships! You will also prepare suitability reports, recommendations, cashflows and general research after both existing and new business meetings.

Benefits:

  • Competitive salary of up to £45,000
  • Discretionary bonus scheme
  • Hybrid working
  • 24 days annual leave + bank holidays
  • 7% in total pension contribution
  • Exam funding and support
  • Career progression opportunities

Skills and experience required:

  • 3 years Paraplanning experience
  • University degree or equivalent
  • Level 4 diploma as minimum, working towards Chartered is ideal
  • Client facing experience ideal

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 is pleased to be working with a Financial Planning firm, looking for a Senior Paraplanner.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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.