Paraplanner - Telford, United Kingdom - Recruit UK

Recruit UK

Verified Company

Telford, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Industry:
Financial Services

Location:
Telford

Salary:
£32,000 - £35,000

Reference Number:7433

Recruit UK are working on an excellent opportunity for a Paraplanner in Telford to join a Financial Planning firm.

It's an exciting time to join a very well established firm who are expanding the services they offer their long-standing client base.

As a supportive and mature organisation, they are happy to offer some home-based working to assist in creating a positivework/life balance.

A key part of this role will involve working closely with a chartered fellow financial planner who is passionate about providing a high-quality service to their loyal clients, working with technical and varied cases.

Alongside this role there will be adhoc support of the wider advice team, assisting with technical research where appropriate.

A key part of their business is focussed on Pension work and therefore experience in this area will be key in order to add value to the business.

Specifically, experience in DB transfers, so familiarity with TVAS reports and DB report writing is essential.

What's in it for you:

Salaries up to £35,000 (higher salary negotiable dependent on skills and experience)
Pension contribution
Free parking
Generous holiday
Flexible working mix of home and office working if desired
A secure and rewarding role within a longestablished and wellrespected firm
Excellent progression opportunities
A varied and interesting workload

Skills and experience required:

A minimum of the Level 4 Financial Planning Qualification
A minimum of two years of Paraplanning experience
Ideally, experience utilising XPlan, FE Analytics and Select a Pension
Experience using FE Analytics and Select a Pension
Knowledge of TVAS reports and DB report writing

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 Telford 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._