2 jobs found

Job Title:  Senior Paraplanner Industry:  Financial Services Location:  London Salary:  £50,000 – £60,000 Job Reference:  15646 Job Description: Recruit UK is working on an excellent opportunity for a Senior Paraplanner to join a boutique Chartered IFA that has grown steadily over the last few years. They have accumulated a good number of awards especially recently, having won Best Financial Advisers to Work for an award for 2019 and 2021. You will provide financial planning support to the financial advisers, assisting them in delivering an outstanding holistic financial planning service to new and existing clients who typically have complex planning needs. Responsibilities Preparing for and attending all client meetings wherever possible, taking detailed written notes, and following up on any technical points after the meeting. Gathering and analyzing comprehensive, detailed information from...

Job Title: Paraplanner Industry: Financial Services Location: Spalding Salary: £28,000 - £37,000 Job Reference: 15611 Job Description: Are you a paraplanner looking to work in a firm that goes beyond client expectations? Then look no further! This role can either be office based, hybrid working, or for the right individual work predominantly from home, coming into the office once a month for monthly meetings. Recruit UK are looking for a paraplanner to join a financial planning firm in Spalding. The firm prides themselves on providing holistic advice to individuals in a clear and concise way. Responsibilities as a paraplanner include but are not limited to: Conducting product research Gathering and analyzing information for new and existing clients Preparing suitability reports Preparing key illustrations and key documents Remaining compliant at all times What’s in it for you: Salary up to...