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Paraplanner

2 months ago

Wilmslow, United Kingdom Recruit UK Full time

Are you an experienced paraplanner looking to join one of the most respected Chartered financial planning firms in the UK?

Looking for a role where your expertise and hard work are truly valued?

Recruit UK has partnered with a prestigious firm in Alderley Edge to find a highly quality, experienced, paraplanner to join their prestigious team.

This company is renowned for delivering premier financial advice and exceptional client service. They focus on creating financial plans that help clients navigate life's changes, achieve their goals, and live authentically.

The company demands the best from themselves and from each other, so it’s really important that you’re self-motivated and take pride in your work. As a boutique business, it is also vital that you are able to work collaboratively with others.

This opportunity is perfect for an experienced paraplanner seeking to join a firm that values the well-being of its employees as highly as that of its clients.

Benefits:

  • Salary of £35-50k dependent upon experience and qualifications.
  • Support to achieve recognition for national awards.
  • Discretionary annual bonus.
  • 38 days holiday, including bank holidays.
  • Group Personal Pension Provision - Matched contributions up to 10% of salary (20% total). - Salary exchange scheme with all employer NI savings invested into your pension.
  • Death in Service Benefits (4 x Basic Salary)
  • Private Medical Insurance (Bupa)
  • Bike to Work Scheme
  • Examination support (study leave, financial support and bonuses)

What You Need To Succeed:

  • First class technical expertise with knowledge of the difference between financial planning and financial advice.
  • Ideally level 6 qualified (Chartered / Certified) although we will consider exceptional Level 4 candidates.
  • Experience using financial planning software (preferably Voyant)
  • Experience of using Curo, Dynamic Planner, FE Analytics, O&M Pension Profiler, Assureweb and Defaqto Engage.
  • At least 3 years experience in a Paraplanning role at a financial planning firm.

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.

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.