Senior Paraplanner

Location

Altrincham, Greater Manchester | United Kingdom

Job description

Job Title: Senior Paraplanner

Industry: Financial Advice Services

Location: Altrincham, Cheshire

Salary / Earnings: £40,000 – £50,000

Job Reference: 8502

Job Description:

Recruit UK is working on an excellent opportunity for a Senior Paraplanner in Altrincham to join a leading Financial Planning Advice Firm

This company is a well-established independent financial advice (IFA) firm with offices across the UK. They deal with high-net-worth clients, managing multimillions in funds under management.

This job position offers a competitive salary and highly desirable bonuses and benefits.

The Role:

Responsible for producing suitability reports for clients on behalf of their advisers. The team is made up of paraplanners and administrators:

Preparing client-facing documents, and carrying out the technical research and analysis needed to produce the detailed client-facing reports that explain to a client what course of action the adviser recommends and why this is suitable for them.

Salary/Benefits:

• Basic salary / earnings £40,000 – £50,000
• Home working 2 days a week
• Flexible working hours
• Performance Bonuses: OTE additional £10k pa (Paid 6 monthly)
• Company Pension Scheme
• DIS, Income Protection
• Study/exam support
• Good office location

Skills and experience required:

• CII Level 4 Diploma in Regulated Financial Planning or equivalent
• Paraplanning experience

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 is pleased to be working with an independent financial advice firm based in Altrincham on a senior paraplanner 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 job 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.
• Never pester you.

Job tags

Salary

£40k - £50k per annum