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Job Title: Paraplanner
Industry: Financial Services
Location: Cambridge
Salary: £50,000
Reference Number: 9306
Job Description:Recruit UK are working on an excellent opportunity for an experienced Paraplanner near Cambridge to join a leading Financial Advice Company. This is an excellent opportunity to work fully home-based initially in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing advice and recommendations.
This is an exciting opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary Up to £50,000
- Fully remote home working available
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Paraplanning experience
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 a leading Financial Advice Company based in Cambridge on an experienced 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.
