Are you looking for a company that will allow you to grow and be a vital part of their continued success? Would you like the opportunity for flexible or part-time working?!
Recruit UK are working on an excellent opportunity for a Junior paraplanner in Wincanton, North Somerset, to join a forward-thinking financial planning company.
What’s in it for you:
A work-family feeling, a team that is passionate, fun and driven to your growth. They want to make a positive difference in the life of each client and employee, dealing specifically with UHNW clients they are looking for presentable, approachable and hard-working individuals to join the team.
Competitive salary, dependent on experience. Excellent opportunities for career progression to match your career aims and ambitions. And the opportunity for part-time or flexible working!
The role:
- Understanding the client’s financial situation and making proposals for their planners
- Undertake technical research and financial analysis to allow planners to identify suitable solutions for the client (will receive training on this if not completed this before)
- Preparing and creating agendas for clients meetings
- Attending client meetings and writing minutes
- Using cash flow modeling to prepare a lifestyle financial plan
- Answering technical questions, be the go-between clients and Planners
- Preparing suitability letters
Skills and experience required:
They’re looking for a likeminded Administrator/paraplanner that has experience in a similar environment.
- Numerate and can analyse statistics
- Good understanding of compliance issues
- Problem-solving skills
- Undertake technical analytical work inc cash flow forecasting and investment analysis
- Friendly and works well as a part of a team
- Works well under pressure and ensures deadlines are met
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 forward-thinking financial planning company based in Wincanton on a junior 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 job 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.
Are you looking for a company that will allow you to grow and be a vital part of their continued success? Would you like the opportunity for flexible or part-time working?!
Recruit UK are working on an excellent opportunity for a Junior paraplanner in Wincanton, North Somerset, to join a forward-thinking financial planning company.
What’s in it for you:
A work-family feeling, a team that is passionate, fun and driven to your growth. They want to make a positive difference in the life of each client and employee, dealing specifically with UHNW clients they are looking for presentable, approachable and hard-working individuals to join the team.
Competitive salary, dependent on experience. Excellent opportunities for career progression to match your career aims and ambitions. And the opportunity for part-time or flexible working!
The role:
- Understanding the client’s financial situation and making proposals for their planners
- Undertake technical research and financial analysis to allow planners to identify suitable solutions for the client (will receive training on this if not completed this before)
- Preparing and creating agendas for clients meetings
- Attending client meetings and writing minutes
- Using cash flow modeling to prepare a lifestyle financial plan
- Answering technical questions, be the go-between clients and Planners
- Preparing suitability letters
Skills and experience required:
They’re looking for a likeminded Administrator/paraplanner that has experience in a similar environment.
- Numerate and can analyse statistics
- Good understanding of compliance issues
- Problem-solving skills
- Undertake technical analytical work inc cash flow forecasting and investment analysis
- Friendly and works well as a part of a team
- Works well under pressure and ensures deadlines are met
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 forward-thinking financial planning company based in Wincanton on a junior 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 job 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.
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