Paraplanner - Herts - To £55k

£40,000 - £55,000 yearly
  • Recruit UK
  • Hertfordshire, UK
  • 13/05/2022
Full time Paraplanner

Job Description

Job Title: Paraplanner

Industry:  Financial Services

Location: Hertfordshire

Salary: up to £55,000

Job reference: 16227

Job Description:

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

Our client is a successful Independent Financial Advice practice, working with high-net-worth clients across the UK. They also have a highly successful sister company in North London meaning there is lots of room for development and progression.

They are looking for an experienced Paraplanner to join their team. Ideally you will have your Level 4 qualification but knowledge and a solid skillset in the role is key. In return, they will offer you a highly competitive salary, hybrid working and a growing and progressive working environment.

Your role will include, but not be limited to:

  • Understanding and analyzing new and existing client’s information
  • Creating detailed and tailored suitability reports
  • Research products
  • Preparing annual reviews for client meetings

Benefits:

  • Highly competitive salary
  • Discretionary bonus
  • Hybrid working
  • Exam support
  • Professional Development

Skills and experience required:

  • Strong Paraplanning experience
  • Level 4 diploma (ideal)
  • Strong analytical and report writing skills
  • Ability to work independently and part of a team
  • Ideally experience working in an Independent environment

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 Planning firm based in Hertfordshire on a Paraplanning role.

• Please mention Financial Planning Jobs when applying •