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Senior Paraplanner

3 weeks ago

London, United Kingdom Recruit UK Full time

**Job Title**: Senior Paraplanner

**Industry**: Financial Planning

**Location**:London

**Salary**:£50,000 - £60,000

**Job reference**:6862

Recruit UK are working on an excellent opportunity for a Paraplanner in London.

Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow,supporting HNW clients across the UK, they are looking to grow their Paraplanning team.

You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available.

Your role will include, but not be limited to:

- Create and process suitability letters
- Understand the client circumstances, objectives, attitude to risk, capacity for loss
- Prepare analysis of clients existing portfolios
- Conduct research on products available
- Liaise with clients, colleagues and compliance
- Input client information into back office system and keep updated

**Benefits**:

- Competitive salary of £50,000 - £60,000
- Progression and development
- Discretionary bonus
- Annual salary reviews
- Hybrid working
- Private medical
- Income protection
- 25 days holiday
- 4x death in service

**Skills and experience required**:

- Extended experience working as a Paraplanner
- Chartered status
- Analytically minded, self-organized and ability to work to deadlines

**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 are pleased to be working with a Financial Planning firm based in London on a senior Paraplanner role.