Job Title: ParaplannerIndustry: Wealth managementLocation: Wymondham (Norwich)Salary: £35k+Job Reference: 9748Job Description:Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a respectable Wealth Management Company in Norwich.They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.You will be joining the paraplanning team supporting Financial Advisers.Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.Key Accountabilities:To provide technical and research support to the plannersTo assist the support team and compliance department when requiredPrepare suitability reports and summary of recommendations for processing teamQuestion the planner’s recommendations if applicableLearn and maintain an understanding of firms centralised investment propositionEnsure client records are maintained correctly on IOSkills and experience required: ParaplannerParaplanning experienceLevel 4 Diploma Cii or on route to getting oneBenefits:Salary £35k plus dependent on experiencePrivate medicalGenerous annual leave, plus bank holidaysPension contributionCareer developmentLong-term career progression opportunitiesAbout 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 is pleased to be working with a Wealth Management firm based in Norwich on a Paraplanner role.Our commitment to you:Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.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.
Job Title
Paraplanner