Senior Paraplanner

Job Title: Senior Paraplanner/ Paraplanner Team Lead

Industry: Wealth Management

Location:Exeter

Salary: £40,000 - £50,000

Reference Number: 9118

Job Description:

Are you looking for the next step in your Paraplanning career? Do you have an interest in managing a team of Paraplanners?

Recruit UK is proud to be working with a wealth management firm in Exeter, seeking a Senior Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This is an exciting opportunity for someone looking to further their career further in the finance industry and gain exposure to leadership, whilst joining a firm that will provide them long-term career support.

Responsibilities:

• Suitability report writing
• Assist Financial Planners with preparation for client meetings.
• Maintain compliant records.
• Research and analysis
• Attend client meetings
• Review investment portfolios
• Strategy report writing
• Training members of staff
• Supervising a team of Paraplanners and providing support

What’s in it for you:

• Competitive salary up to £50,000
• Bonus scheme
• 24 days annual leave plus bank holidays, this will increase with service
• 4% pension contribution
• Income protection
• Electric car scheme
• Life assurance
• Hybrid working

Skills and experience required:

• Several years Paraplanning experience
• Level 4 Diploma Qualified
• Excellent knowledge and understanding of Financial Planning products and regulations
• Attention to detail
• Excellent organisational skills
• Communication skills

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 an Independent Financial Planning firm in Exeter 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.