Paraplanner - London - £45k-£50k

£40,000 - £50,000 yearly
  • Recruit UK
  • Hybrid (London, UK)
  • 07/05/2024
Full time Paraplanner

Job Description

Job Title: Paraplanner

Industry: Financial Services

Location: London

Salary: £45,000 - £50,000

Job Reference: 9040

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company.

Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.

They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers.

Duties:

  • Run Cashflow models for clients & tax calculations
  • Build appropriate solutions for clients & make recommendations in conjunction with advisors
  • Write suitability reports for cases
  • Attending client meetings

Benefits:

  • 28 days holiday, plus ability to buy more
  • Progression opportunities to Advice, management or other senior roles
  • Full exam support to Chartered
  • 5% employer contribution to pension
  • Group Death in Service of 4 x basic annual salary
  • Group Income Protection  
  • Private Medical Insurance after probation period
  • Flexible benefits platform with discount schemes
  • Cycle to work scheme
  • Flexible working - home and in any office

Skills and experience required:

·        Level 4 Diploma Qualified minimum

·        Minimum of 3 years’ experience in a similar Paraplanning role