Job Title:Paraplanner
Industry:Financial Services
Location:Wilmslow
Salary:£35,000 – £50,000
Job Ref:9220
Job Description:
Recruit UK has partnered with a prestigious firm in Alderley Edge to find a highly quality, experienced, paraplanner to join their prestigious team. They deal with high-net-worth private individuals and corporate clients. They are an award-winning firm with decades of experience.
Role:
Supporting experienced Financial Adviser dealing with HNW clients on complex cases.
What’s in it for you:
- Salary of £35,000 – £50,000 dependent upon experience and qualifications.
- Support to achieve recognition for national awards.
- Discretionary annual bonus.
- 38 days holiday, including bank holidays.
- Group Personal Pension Provision – Matched contributions up to 10% of salary (20% total). – Salary exchange scheme with all employer NI savings invested into your pension.
- Death in Service Benefits (4 x Basic Salary)
- Private Medical Insurance (Bupa)
- Bike to Work Scheme
- Examination support (study leave, financial support and bonuses)
Skills and experience required:
- First class technical expertise with knowledge of the difference between financial planning and financial advice.
- Ideally level 6 qualified (Chartered / Certified) although we will consider exceptional Level 4 candidates.
- Experience using financial planning software (preferably Voyant)
- Experience of using Curo, Dynamic Planner, FE Analytics, O&M Pension Profiler, Assureweb and Defaqto Engage.
- At least 3 years experience in a Paraplanning role at a financial planning firm.
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