Paraplanner

Recruit UK ,
Amersham, Buckinghamshire
More Details
Job Type: Full-time
Salary: £35,000 per annum

Overview

Job Title: Paraplanner Industry: Financial Services Location: Amersham Salary: Up to £42,000 Job Reference: 14649 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Amersham to join a nationwide Wealth Management Firm. They provide a high-level experience for their clients, with bespoke solutions to enable them to reach their financial goals. As a paraplanner, you will play an integral part within the business, providing technical support to the financial planners and ensuring a quality, positive client journey. You will be level 4 Diploma qualified and will be contributing to the advisory service by reviewing, analysing and preparing compliant recommendations as well as researching and preparing suitability reports. What’s in it for you? Work for a national company with great systems and processes in place A highly supportive team environment Competitive salary and benefits package Career progression opportunity Skills and experience required: 2 years’ Paraplanning/Adviser support experience Level 4 Diploma qualified Detailed knowledge of pensions and investments Advantageous if you have experience with estate planning Get in touch with Krystianne at Recruit UK to find out more

People also viewed