Paraplanner (Pensions Management)

3 weeks ago


United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Paraplanner Industry: Wealth Management
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team. This role presents a unique opportunity for a dedicated professional with strong technical administration skills to further their career in the finance industry. The ideal candidate will be someone who is not only passionate about their field but also eager to contribute to and grow with a firm that is deeply committed to supporting long-term career development and success.
If you are interested in joining a firm who are proud to offer holistic, independent financial advice, then apply today.
Suitability report writing
# Assist Financial Planners with preparation for client meetings.
# Research and analysis
# Review investment portfolios
# Strategy report writing

Competitive salary up to £40,000
# Bonus scheme
#25 days annual leave plus bank holidays and birthday off
#5% pension contribution
# Flexible working hours
# Free parking
# Private Medical Insurance
# Opportunities to progress

Excellent knowledge and understanding of Financial Planning products and regulations
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 are pleased to be working with an Independent Financial Planning firm in Exeter on a Paraplanner role.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.



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