Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Bridgwater

Salary: £25,000-£30,000 (Negotiable d.o.e)

Reference: 9270

Job Description:

Recruit UK are working with an Independent Financial Planning Firm in Bridgwater that are seeking a paraplanner, or junior paraplanner to join their team. This position is with an IFA company who provide a personalised service to their clients. They offer independent impartial advice to benefit their clients with a broad range of products and services. The role would be to provide administrative support to ensure the efficient running of the office.

The job primarily involves:

• Liaising with advisers and providers
• Preparing product and fund research
• Obtaining Illustrations
• Writing Suitability Reports (using templates/software)
• Pre-populating client applications and compliance documents
• Checking and preparing completed application paperwork

What’s in it for you:

• Salary up to £30,000 dependent on experience
• Training and development in a successful firm
• Benefits inc: 25 days holiday, pension, bonus and a healthscheme
• Support with qualifications
• Office based position due to supportive and collaborative team culture

Skills and experience required:

• Experience as a Paraplanner, or junior paraplanner/admin, with research and report writing knowledge
• Qualifications not essential although desirable

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.

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.
• Never pester you.