Paraplanner (remote)

JR United Kingdom; Hemel Hempstead; Remote; GBP 46,000 - 55,000; Full time

Job summary

A leading financial planning and investment services provider is seeking a Chartered Paraplanner to join their home-based team. The role involves supporting advisers, conducting financial planning and research for private wealth clients. With an attractive salary and benefits, this position emphasizes career progression and employee support.

Benefits

Private Medical Insurance

Life Assurance

Discretionary Bonus

Funding for professional qualifications

Flexible home working arrangement

Qualifications

• Experienced Chartered Paraplanner or on route to being Chartered.
• Experience in financial planning for private wealth clients.

Responsibilities

• Support advisers in providing in-depth financial planning.
• Undertake product research and produce suitability reports.
• Conduct technical analysis.

Skills

Strong technical knowledge

Ability to work as part of a team

Skilled multi-tasker

Education

Level 4 Diploma (CII or LIBF)

Chartered or soon to be

Job description

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Recruit UK are working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Chartered Paraplanner to join their team.

As an experienced Chartered Paraplanner or on route to being Chartered, you will support their advisers in providing in-depth financial planning for private wealth clients, through undertaking product research, producing suitability reports, and conducting technical analysis.

They have a track record of developing their employees through funding professional studies and offering progression opportunities into advice or management, depending on your desired career path. This is a home-based role with a monthly requirement to visit the office.

What’s in it for you:

• Salary up to £55,000
• Private Medical Insurance and Life Assurance
• Discretionary Bonus
• Funding for professional qualifications
• Flexible home working arrangement

Skills and experience required:

• Level 4 Diploma (CII or LIBF)
• Chartered or soon to be
• Strong technical knowledge
• Ability to work as part of a team to deliver excellent client service
• Skilled multi-tasker who can prioritise and plan own workload

If you are looking to join a company that truly values its employees and will support your career, then apply online!

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Currently, Recruit UK is pleased to be working with a UK Wealth Management Firm in Sheffield on a Personal Assistant 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.