Job Title: Paraplanner

Industry: Financial Services

Location: Loughton

Salary: £45,000 - £60,000

Job Reference: 9320

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Loughton, Essex to join a expanding private wealth management company.

Our client has been established for over 50 years and are very much respected.

They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service.

Duties:

• Run Cashflow models for clients & tax calculations
• Undertake reviews for the paraplanning team
• Help with training team members
• Build appropriate solutions for clients & make recommendations in conjunction with advisors
• Write suitability reports for cases
• Leading Pod meetings
• Attending client meetings

Benefits:

• 23 days holiday, plus bank holidays.
• Full exam support to Chartered
• 8% employer contribution to pension
• DIS
• Group Income Protection
• Private Medical Insurance after probation period
• Flexible benefits platform with discount schemes

Skills and experience required:

• Level 4 Diploma qualified (essential)
• 3 years’ experience in a similar Paraplanning role
• Team player with high attention to detail

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, Recruit UK are pleased to be working with a Financial Planning firm based in St Albans on a Paraplanning role.