Paraplanner - Cambridge, United Kingdom - Recruit UK

Recruit UK

Verified Company

Cambridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Profession:
Financial Planning

Location:
Cambridge

Salary:
up to £40,000

Reference Number:7527

Recruit UK is working with an award-winning IFA company with an excellent reputation within the Cambridge area, with exciting growth plans, this company are now looking for a Paraplanner to join their team.

As a Paraplanner you will support with:

Fact-finding and researching
Carry out investment portfolio analysis
Write suitability reports
Write client service agreement letters
Create investment, pension and protection illustrations
Compile projections and associated documentation

What's in it for you:

Salary up to £40,000 (depending on qualification/experience)
A supportive working environment
Hybrid working
Professional development
DIS, PHI, Pension etc

Skills and experience required:

Paraplanning experience
Part or fully Level 4 Diploma qualified

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 IFA firm based in Cambridge 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._