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Senior Paraplanner

2 months ago

The City, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm.


Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK They are looking to expand their Senior Paraplanning team, due to an increase in clientele so this could be the perfect opportunity for someone whose career is no where near slowing down.


The most exciting part of this role is that you will be client facing, alongside the financial advisers. This firm prides itself on a truly tailored and cohesive experience to all of their clients and thinks its important for the technical team to be involved in those relationships You will also prepare suitability reports, recommendations, cashflows and general research after both existing and new business meetings.


Benefits:

  • Competitive salary of up to £70,000
  • Discretionary bonus scheme
  • Hybrid working
  • Private medical and dental
  • 28 days annual leave + 3 days
  • Enhanced maternity leave policy
  • 9-14% pension contribution
  • Gym membership
  • Exam funding and support
  • Career progression opportunities


Skills and experience required:

  • 5 years Paraplanning experience
  • University degree or equivalent
  • Level 4 diploma as minimum, working towards Chartered is ideal
  • Client facing experience ideal


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, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Senior Paraplanner.


Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • 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.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.


Job Title: Senior Paraplanner

Industry: Financial Planning

Location: London

Salary: up to £70,000

Job Reference: 9291