Paraplanner
AI Summary
A part-time Paraplanner supports financial advisers by preparing financial plans, managing client data, and ensuring compliance within a regulated advice firm in Gloucestershire.
About this role
Paraplanner
Job Title: Part-time Paraplanner
Industry: Financial Advice
Location: Gloucestershire
Salary: up to £35,000
Reference Number: 14251
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Gloucestershire to join a Chartered Independent Financial Advice firm on a part-time basis.
Are you a Paraplanner who desires a career with more autonomy, who wishes to be valued and have a positive impact on the advice given to clients?
My client and I are seeking an experienced Paraplanner to join the team, ideally on a full-time basis but open to candidates looking for part-time work.
This is an opportunity for an individual looking to utilise their skills and expertise in financial planning support. You will be working closely with the advisers of the firm and will have access to excellent back-office software.
This is a firm that has been built by referrals, continuing to grow due to the high level of satisfaction from the services they have provided to their clients.
Skills and experience required:
-Working towards a Diploma in Regulated Financial Planning
-At least two years’ as a Paraplanner
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 Chartered Independent Financial Advice firm based in Gloucestershire on a Paraplanner role.
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.
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