Paraplanner

RecruitUK; Royal Leamington Spa; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Private dental and medical insurance

Company pension scheme

Job summary

A financial services recruitment agency is seeking a Paraplanner in Royal Leamington Spa. In this diverse role, you will compile research, perform cash flow modeling, and produce suitability reports for clients. Candidates should ideally be working towards the CII Level 4 Diploma in Regulated Financial Planning. The position offers a competitive salary and excellent benefits, including private medical and dental insurance, along with a supportive community environment to develop your career.

Qualifications

• Experience compiling research, cash flow modelling and producing suitability reports.
• Clear and concise communication skills – verbal and written.
• Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.

Responsibilities

• Compiling research for clients.
• Cash flow modeling for financial plans.
• Producing suitability reports for client proposals.

Skills

Clear and concise communication skills – verbal and written

Collaborative and inclusive approach to work

Education

CII Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

Are you seeking the next step in your career as a paraplanner and see yourself in a new diverse role? An exciting new opportunity to work for a Wealth Management Firm located in a stunning Leamington Spa office has arisen.

Recruit UK are working on an excellent opportunity for a Paraplanner in Leamington Spa to join a Financial Planning Firm.

Our client offers a supportive and professional community feel in the work place making this a great environment for you to develop your career.

If you are confident at compiling research, cash flow modeling and producing suitability reports, then don’t hesitate in getting in contact.

This job position does not only offer a competitive salary but you will also receive a number of highly desirable benefits.

What’s in it for you:

• Private dental and medical insurance
• Company pension scheme

Skills and experience required:

• Ideally, working towards your CII Level 4 Diploma in Regulated Financial Planning or equivalent
• Clear and concise communication skills – verbal and written
• Collaborative and inclusive approach to work

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 an Independent Financial Advice firm based in Leamington Spa on a Paraplanning role.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.