Job Title: Paraplanner
Industry: Wealth management
Location: Andover
Salary: £40,000,000 - £550,000 (Higher salary negotiable on experience)
Job reference: 9382
Job Description:
Recruit UK is delighted to be partnering with a thriving wealth management firm based in Andover, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth.
Duties will include:
* Gathering and analysing data
* Conducting research
* Preparing suitability reports
* Cashflow modelling
* Compliance duties
* Preparation of illustrations and key documents
* Dealing with client queries
Benefits:
* 25 days annual leave plus bank holidays
* Option to purchase more holiday
* Birthday off
* Salary up to £55,000
* Hybrid working
* Death in service
* Company pension
* Long term career progression
Skills and experience required:
1. Previous paraplanning experience
2. Proficient use of Excel and Intelligent Office
3. Interest in investments
4. Ability to multitask
5. Problem solving skills
6. Excellent communication skills - both written and verbal
7. Ability to work independ...