Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Cirencester
Salary: £45,000 - £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 Paraplanning 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:
- Creating and producing suitability reports post client meeting, both new business and annual reviews
- Product research post meeting
- Cashflow modelling
- Liaising with clients and product providers and working closely with the Admin team
- Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
- Highly competitive salary of up to £55,000 (depending on exp and quals)
- 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 get to Chartered status (if desired)
Skills and experience required:
- Level 4 Diploma minimum, working towards Chartered ideal
- Experience working in a Financial Planning firm as a Paraplanner
- Strong knowledge of FCA regulations and products.
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