Paraplanner (remote)

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

Job summary

A leading financial services company in the UK is looking for a Chartered Paraplanner to provide in-depth financial planning to private wealth clients. This home-based role requires strong technical knowledge and offers support for professional development. Employees enjoy benefits such as private medical insurance, a discretionary bonus, and flexible working arrangements.

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.
• Support advisers in financial planning for private clients.
• Conduct product research and produce suitability reports.

Responsibilities

• Undertake product research and technical analysis.
• Produce suitability reports for clients.
• Assist advisers in delivering excellent client service.

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

Social network you want to login/join with:

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 the provision of in-depth financial planning 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 either advice or management depending on your desired career path. This is a home based role with 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 their employees, and will support you with 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 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 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.