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Senior Paraplanner

Recruit UK
Posted 2 days ago, valid for 3 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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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  • Recruit UK is seeking a Senior Paraplanner for a leading Financial Planning firm located in London.
  • The position offers a competitive salary of up to £65,000 and requires a minimum of 5 years of paraplanning experience.
  • The role involves client-facing responsibilities alongside financial advisers, focusing on delivering a tailored experience.
  • Key tasks include preparing suitability reports, recommendations, cashflows, and conducting research after client meetings.
  • The firm offers various benefits, including a discretionary bonus scheme, hybrid working, private medical and dental coverage, and career progression opportunities.

Job Title: Senior Paraplanner

Industry: Financial Planning

Location: London

Salary: up to £65,000

Job Reference: 9291

Job Description:

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

Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are looking to expand their Senior Paraplanning team, due to an increase in clientele so this could be the perfect opportunity for someone whose career is no where near slowing down.

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 £65,000
  • Discretionary bonus scheme
  • Hybrid working
  • Private medical and dental
  • 28 days annual leave + 3 days
  • Enhanced maternity leave policy
  • 9-14% pension contribution
  • Gym membership
  • Exam funding and support
  • Career progression opportunities

Skills and experience required:

  • 5 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.

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.