Paraplanner
Job Title: ParaplannerIndustry: Financial PlanningLocation: StansteadSalary: £40-55,000 (DOE and qualifications)Job Reference: 10203Job Description:Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm.Our client is a well respected and growing financial planning firm who specialises in high net worth client management across the South East. They truly care about clients and their employees, ensuring they have a strong ratio of client to back office staff so that clients are well looked after, and employees well being and work life balance. As their client base and adviser team continues to expand, they are looking to bring on a Paraplanner to join their back office team.Duties: Attend client meetings with the Advisers to maintain and build strong relationshipsManage paraplanning tasks such as suitability reports and product researchBuild and refine cash flow modellingAccurately maintain the back office system and work closely with the administration teamBenefits:Competitive salary of £40,000 - £60,000 (depending on experience and qualifications)Discretionary bonusHybrid working (3 office, 2 home)25 days holiday + birthday offPaid exams study leave and exam support5% pension contributionPrivate medical insuranceContinued professional developmentAdvice opportunities, if desiredFree on site parkingSkills and experience required:Experience working in a Paraplanning positionLevel 4 diploma (required), ideally working towards Charter
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