Paraplanner

2 weeks ago

Wilmslow, Cheshire East, United Kingdom Recruit UK Full time

Job Title:
Paraplanner

Industry:
Financial Services

Location:
Alderley Edge

Salary:
Up to £45,000

Reference Number: 7564

Job Description:
Paraplanner


Recruit UK are working on an excellent opportunity for a Paraplanner position in Alderley Edge to join a leading Financial Planning and Private Client Investment Management company.

They are an award winning integrated company providing planning and investment services to both professionals and individuals. They are a leading UK law firm, delivering services to clients both from within and external to the group.

With £1bn of assets under management they have ambition to accelerate their recent successful growth.

Working here you'll feel a part of their friendly and inclusive environment. They will value you for who you are and what you bring.

They support each other and push boundaries to achieve incredible things and make a real difference to their clients andcommunities.

They recognise that the office 9-5 isn't for everyone. That's why they have introduced flexible working.

Whether it's working from home, in their offices, or a combination of the both, they trust each other to support their clients, colleagues and communitiesat the right time, in the right way.


Job role:
Paraplanner
You'll provide high quality report writing and technical support to a team of financial advisors.

Day to day work is focused around wealth planning, investment business and constructing tax efficient strategies for our clients using both onshore and offshoreinvestments.


What's in it for you:
Paraplanner

  • Competitive Salary up to £45,000


 Hybrid working
  • Home/Office
  • 25 days annual leave, plus birthday off, with the opportunity to buy additional leave
  • PMI
  • Flex Benefits
  • Pension
  • Two fundraising days in a year to give back to the community (fully paid)
  • Health membership, offering discounted leisure and travel and refunds on medical services

Skills and experience required:

Paraplanner:

  • Level 4 diploma qualified, ideally enroute to Chartered
  • Cash flow planning experience
  • Up to date knowledge of current tax law and financial regulation is essential.
  • Have the ability to manage and prioritise your own workload and meet tight deadlines

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