About this role
Job Title: Paraplanner
Industry: Financial Planning
Location: Cheltenham
Salary: up to £55,000
Job Reference: 10235
Job Description
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester.
Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanner who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners.
Duties
- Support the technical paraplanners with suitability reports
- Support with product research post meeting
- Support with cashflow modelling
- Liaising with clients and product providers
- Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits
- Highly competitive salary of up to £50,000
- Discretionary bonus scheme
- Hybrid working
- 6% pension contribution
- 25 days holiday
- Birthday off
- Buy and sell scheme
- Private medical insurance
- 4x DIS
- Progression opportunities available if interested
- Exam funding and support to continue qualifications
Skills and experience required
- Level 4 Diploma, working towards may be considered
- Experience working in a Paraplanning position
- Strong knowledge of UK products