Job Title: Paraplanner
Industry: Financial Planning
Salary: GBP25,000 - GBP35,000
Reference Number: 14023
Recruit UK are working on an excellent opportunity for a Paraplanner in Coventry to join a Wealth Management firm. This is a business who are proud of doing things a bit differently. Based in central Coventry they are easily accessible via public transport. It is a salaried role working in support of the director of the business alongside their existing paraplanning and administration team.
They are looking to bring an experienced paraplanner in to their business to work with their existing team to maintain the excellent levels of service that they pride themselves in. This role will be focussed on maintaining the smooth and efficient support of what is a small but busy office. The opportunity has arisen due to their continued growth, as a business the number of clients they are working with is growing through recommendations and their excellent reputation.
The business specialises in retirement planning including pensions, investments estate planning and protection. They are proudly independent and able to offer unbiased whole of market advice across the different disciplines in a genuinely holistic manner.
The joy of working for a smaller organisation is that you will have a varied and interesting work load rather than a formulaic templated role. The main focus of the role will be around new business and ongoing reviews. Working knowledge of supporting software packages will be hugely beneficial in order to perform product and fund research and cash flow modelling. These include,Selecta Pension, IRESS and Morningstar
What's in it for you:
- A welcoming and supportive team
- Varied / Interesting work load
- Central Coventry Location
- No requirement for Diploma
Skills and experience required:
To be successful in this role, you will have experience of working autonomously as a Paraplanner in an IFA / Wealth Management environment.
To thrive in the role, you will have excellent interpersonal skills, be solution focused and open to collaborative working both as part of an energetic team and independently.
You will have working knowledge of research and report writing tools in order to provide a complete service to the client and adviser alike.
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 are pleased to be working with a Wealth management firm based in the Coventry area on a IFA administrationrole.
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.