2 Paraplanner jobs

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Trainee Paraplanner - starting at £18k + study support
£18,000 - £30,000 yearly
Attivo Group Cheltenham, UK
24/02/2020
Full time
Due to an exciting period of growth, Attivo Group is looking to recruit Trainee Paraplanners to join the team in our Cheltenham office in 2020. This is a unique opportunity to become a member of the Trainee Paraplanning Team and develop your career with the excellent study support we offer. We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy. Main responsibilities secure and deliver information from the initial data gathering request so that it can progress through to completion liaise with product providers and insurance companies to obtain policy and plan information in a timely manner assist Financial Planners with portfolio reviews via analysis, compilation and completion of-in house client reports/meeting packs prepare client Annual Review letters ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.   Qualifications, skills and experience minimum 5 GCSEs graded A-B or equivalent, including Maths and English minimum 3 B grades at A Level or equivalent (preferably including Maths) Financial Services experience is beneficial industry exams are beneficial must have an aspiration to become a Financial Planner excellent interpersonal, listening, numerical and IT skills excellent written/verbal communication skills good organisational, time management, and caseload management skills ability to work well under pressure while maintaining excellent attention to detail. Salary and benefits £18,000 rising to £30,000 on completion of the Diploma in Regulated Financial Planning. We provide fully funded study support to help you achieve this. Attivo Group also offers: excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service generous holiday allowance corporate gym membership parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only) regular company social events charity days excellent culture, promoting employee wellbeing and engagement. • Please mention Financial Planning Jobs website when applying for this role • 
Junior Paraplanner - Wakefield - £25k-£30k
£25,000 - £30,000 yearly
Recruit UK Wakefield, UK
07/02/2020
Full time
Job Title:  Junior Paraplanner Industry:  Financial Planning Location:  Wakefield Salary:  £25,000–£30,000 per annum Job reference:  14544 Job Description: Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Wakefield to join a Financial Advice practice. This company offers excellent training and will support you on your journey to become a fully qualified paraplanner. They are a reputable firm with an excellent reputation in the area and you will be joining a highly successful company. My client is currently looking to bring in someone with financial services experience who is looking to progress into a paraplanning position. You will be fully supported with your learning and development, though they would like you to have administration experience within a financial services environment.   What’s in it for you? Salary of £25,000 plus an uplift in salary after probation Fantastic work culture with a focus on work-life balance. Opportunity to progress within the company. Full support with your level 4 qualification.   Skills and experience required: Experience of administration within a Financial services environment. Excellent communication skills, both written and verbal Some knowledge of IFA products and services. Passion to become a Paraplanner   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 Financial Advice firm based in Wakefield on a Trainee 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 job 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.