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Paraplanner

Recruit UK
Posted 8 hours ago, valid for 9 days
Location

Kenilworth, Warwickshire CV8 2LD, England

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 Paraplanner position is available in Warwickshire with a salary of up to £40,000, depending on experience and qualifications.
  • The role involves supporting the financial planning team, engaging with clients, and producing recommendations while maintaining confidentiality.
  • Candidates must possess a Level 4 Diploma and have previous experience as a paraplanner.
  • The company offers benefits including pension contributions, a health care claim back plan, and ongoing professional development.
  • This opportunity is with a specialist financial planning firm that has consistently ranked in the Top 100 Adviser firms in the UK.

Job Title: Paraplanner

Industry: Financial Services

Location: Warwickshire

Salary: Up to £40,000

Job ref: 9491

Job Description:

Recruit UK are working on a brilliant opportunity for a Paraplanner in Warwickshire to join a specialist financial planning firm, that pride themselves in offering unrestricted and unbiased advice.

This company have been ranked in the Top 100 Adviser firms in the UK for the last few years’ and pride themselves on the quality of service and advice they give their clients.

This role of a paraplanner involves doing duties such as but is not limited to:

  • Supporting other members of the financial planning team
  • Engaging with clients through different communication methods
  • Obtain information to provide the best advice possible
  • Produce recommendations
  • Maintain strict confidentiality
  • Answer client queries

What’s in it for you as a Paraplanner:

  • Salary up to £40,000 (depending on experience and qualifications)
  • Pension contribution
  • Health care claim back plan
  • Early finish on a Friday
  • 22 days holiday plus bank holidays
  • Free Parking
  • DIS
  • Ongoing career professional development

Skills and experience required:

  • Level 4 Diploma (required)
  • Previous experience as a paraplanner
  • Ability to think independently
  • Organization and ability to prioritize tasks
  • Good communication skills including ability to discuss complex information

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 Advice firm based in Warwickshire on a Paraplanning 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.