Paraplanner (Flexible / Home Working)

Recruit UK ,
London, Greater London
More Details
Job Type: Full-time
Salary: £45,000 per annum

Overview

Are you an experienced, Diploma qualified Paraplanner looking for flexible hours and work from home opportunities? Fed up of the daily rush hour grind and unsociable hours? Then regain your work-life balance in a new role that works around your lifestyle. Recruit UK are working on an excellent opportunity for a Paraplanner in the City of London to join an award-winning national financial planning firm. This position is within the private client advice team of one of the UK’s most high-profile advice firms. If you are an experienced, Level 4 Diploma qualified Paraplanner and want a company that not only offers a competitive salary and great benefits package, but also genuinely value their staff and prioritise wellbeing, then this is the career move you’ve been waiting for. The company are looking for someone with a positive outlook and who can self-motivate in a dynamic team environment. What’s in it for you? Work for an award-winning national firm Work from home - flexible working Well defined systems and processes in place Supportive team environment Emphasis on professional development and support with further studies Great benefits package Salary: Up to £45,000 Skills and experience required: Level 4 Diploma qualified (CII or LIBF) At least 1 years’ experience as a Paraplanner for a financial advice firm Knowledge and experience of retirement planning, investments and taxation. Competent conducting research with tools such as Analytics, Selectapension, Assureweb, Defaqto, Trustnet, etc. Experienced writing quality, compliant, client friendly recommendation reports without guidance. Knowledge of SIPP providers permitted investments and specialist funds. Knowledge and experience of using cashflow modelling. Confident having challenging conversations with Partners and being able to influence. Knowledge of DB pension transfers Have, or currently working towards, Level 6 (Desirable) Intelligent Office experience (Desirable) Get in touch with Krystianne at Recruit UK for more information

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