Paraplanner - £40k-£50k - Cambridge

£40,000 - £50,000 yearly
  • Recruit UK
  • Cambridge, UK
  • 06/04/2021
Full time Paraplanner

Job Description

• Please mention Financial Planning Today when applying for this role

Job Title: Paraplanner

Industry: Financial Advice

Location: Cambridge

Salary: Up to £50,000

Reference Number: 15118

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in Cambridge to join the specialist Wealth Planning division of a top-tier Wealth Management firm.

This company provides specialist Wealth Planning to private clients, with a focus on areas such as Divorcees and SOLLA, often working closely with solicitors.

They are looking for an experienced Paraplanner to work closely with two of their top Advisers; this is a hands-on Paraplanner role with plenty of client interaction, attending client meetings, and with DFM relationship responsibility. They are very willing to provide progression into the advice and are committed to flexible working. This is a great opportunity to work with 2 highly experienced advisers at the top of their game, gaining knowledge in specialist, complex areas.


What is in it for you?

  • Well established wealth management firm
  • Flexible working
  • Direct client interaction, attending client meetings with Advisers
  • Progression opportunity into an advisory role if desired
  • Competitive salary

 

Skills and experience required:

  • Must be Level 4 Diploma qualified at a minimum
  • Chartered status, or working towards this, would be desirable
  • At least 2 years’ experience in a Paraplanning role
  • Experience working with DFM’s advantageous
  • Committed to professional development
  • Interested in gaining exposure to unique and complex cases

 

Get in touch or apply online to find out more!

 

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 the specialist wealth planning arm of a well-established UK firm on a Paraplanner role based in Cambridge.

 

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.