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Senior Paraplanner

4 months ago

Exeter, United Kingdom Recruit UK Full time

**Job Title**:Senior Paraplanner

**Location**:Home Based, Southwest

**Salary**:£40,000 - £48,000

**Ref**:7380

**Job Description:
**Recruit UK are working on an excellent opportunity for a Paraplanner to join an Independent Financial Planning Firm whilst working from home.

This is an opportunity for someone that has paraplanning experience and is looking for a new position within a growing business. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry.

Your duties will include but not be limited to:

- Report writing and fact-finding
- Client Service whereby you’ll be the first contact for clients with any queries
- Compliance: Maintain client records and update them regularly to keep an effective audit trail. Ensuring company procedures are adhered to do and are compliant to FSA regulations
- Produce and issue client fee invoices
- Work alongside your colleagues, as this role is remote, you’ll need to be in regular communication with the administrators, compliance, and advisers

**What’s in it for you**:

- Salary up to £48,000
- Home based with office visits occasionally for team events (once a month/every other month)
- Qualification support
- Holiday - 25 days of holiday (excluding bank holidays)
- Bonus scheme
- 5% pension
- Death in Service, Employee assistance program, buy sell holiday, cycle to work and other voluntary benefits including a health scheme

**Skills and experience required**:

- Experience as a paraplanner
- DipFA qualified or near qualified
- IFA/Wealth Management experience
- Experience liaising with clients and advisers

**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 is pleased to be working with a Financial Advice firm based in Exeter on a remote paraplanning role.

**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**: