Paraplanner

☞ Recruit UK

View: 102

Update day: 30-04-2024

Location: Mirfield Yorkshire and the Humber

Category: Finance / Bank / Stock

Industry: Financial Services

Job type: Permanent, full-time

Salary: £22,000 - £32,000 p.a

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Job description

Job Title: Paraplanner

Industry: Financial Services

Location: Wakefield or Beverley

Salary: Up to £32,000

Job Ref: 16167

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner to join an a well-established Wealth Management firm in their Wakefield or Beverley offices.

Company:

You will be joining an award-winning FTSE 100 business that offers holistic wealth management advice to clients based across the UK.

Role:

You will be responsible for preparing recommendations, identifying areas for planning with the advisors, fact finding, suitability report writing and much more!

You have the choice of working out of either their Wakefield or Beverley offices on a hybrid basis (Fully remote option after training depending on experience)

What’s in it for you:

  • Basic Salary of up to £32,000 (dependant on experience and industry qualifications)
  • Hybrid working (Fully remote after training)
  • Annual Discretionary Bonus Scheme
  • 25 days holidays + bank holidays
  • Death in Service
  • Workplace Pension

Skills and experience required:

  • Level 4 qualified or working towards (Ideally)
  • 3+years Paraplanning/report writing experience in IFA practice (Ideally)
  • Strong communication skills
  • Be able to work under pressure to very tight deadlines.

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 well-established Financial Advice firm in Wakefield/Beverley on a Paraplanner role.

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 jobs 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.
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Deadline: 14-06-2024

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