Paraplanner - to £45k - Herts

£35,000 - £45,000 yearly
  • Recruit UK
  • Borehamwood, UK
  • 19/07/2021
Full time Paraplanner

Job Description

• Please mention Financial Planning Jobs when applying for this role •

Job Title: Paraplanner

Industry: Financial Planning

Location: Hertfordshire

Salary: Up to £45,000

Job Reference: 15402

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in Hertfordshire to join a Financial Planning firm.

Our client is a well-renowned Independent Financial Planning firm that puts the client at the heart of everything they do. With clients and offices across the South East and the North, they are looking to expand their Paraplanner team in Hertfordshire.

You will work closely with other experienced Paraplanners to ensure the best advice is provided to clients. You will only be required in the office every 3 weeks, so this role would be perfect for someone looking for home-based work!

Your role as a Paraplanner will include, but not be limited to:

  • Providing accurate and compliant suitability reports
  • Prepare pre-approval documents
  • Making full use of the latest back-office technology
  • Carry out relevant financial calculations for the Advisers
  • Ensuring work is compliant with FCA regulations

Benefits for you:

  • Competitive salary of up to £45,000 (experience dependant)
  • Work from home, office day every 3 weeks
  • Strong potential for personal growth and development
  • Performance-based bonus scheme, around 8-12% of salary
  • Fantastic pension scheme of 9% from day 1
  • DIS and Income protection + additional flexible benefits based on what you need

Skills and experience required:

  • Minimum of Level 4 Diploma in Financial Planning
  • Experience in a Paraplanner role
  • Motivated to further develop and learn
  • Strong communication and analytical skills

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 based in Hertfordshire on a Paraplanner role.