Job Title: Paraplanner
Industry: Financial Services
Location: Loughton
Salary: £45,000 - £60,000
Job Reference: 9320
Job Description:
Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Loughton, Essex to join a expanding private wealth management company.
Our client has been established for over 50 years and are very much respected.
They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service.
Duties:
* Run Cashflow models for clients & tax calculations
* Undertake reviews for the paraplanning team
* Help with training team members
* Build appropriate solutions for clients & make recommendations in conjunction with advisors
* Write suitability reports for cases
* Leading Pod meetings
* Attending client meetings
Benefits:
* 23 days holiday, plus bank holidays.
* Full exam support to Chartered
* 8% employer contribution to pension
* DIS
* Group Income Protection
* Private Medical Insurance after probation period
* Flexible benefits platform with discount schemes
Skills and experience required:
1. Level 4 Diploma qual...