Paraplanner - Maidstone, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Maidstone, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job Title:
Paraplanner


Industry:
Financial Services


Location:
Maidstone


Salary:
£26,000 - £32,000


Job Reference:


Recruit UK is working on an excellent opportunity for a Paraplanner in Maidstone to join a thriving Financial Advice Company.

Our client leaders in the industry specialising in holistic financial planning, rather than focusing solely on performance and profit.

This sets them apart from the average IFA firm and their innovative, leading-edge approach is the reason for their rapidgrowth.


Duties:


  • Research clients' financial arrangements
  • Supporting financial advisors
  • Preparing Suitability reports
  • Reviewing the investment market and be involved in maintaining the CIP
  • Preparing client files for meetings
  • Be a key point of contact to clients with technical queries

Benefits:


  • Competitive salary of up to £32k
  • Hybrid working
  • 25 days holiday + Bank Holidays
  • Full study support to progress
  • Life Assurance
  • Pension
  • Eyecare

Skills and experience required:


  • Level 4 Diploma Qualified (or working towards)
  • Experience in a similar Paraplanning role
  • Experience of the administration of Pension, Investment
  • Strong attention to detail
  • Experience liaising with clients and advisors
  • Excellent report writing & verbal skills

About Recruit UK:


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, RecruitUK are pleased to be working with a Financial Planning firm based in Maidstone on a Paraplanner role.

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