Paraplanner recruitment agency listing
Aspion is an entry-mid level search firm sourcing talent within the Finance sector. We understand the high level of care and planning that goes into making a Finance team into a well-oiled machine and are on hand to help make your business goals and aspirations a reality. We deliver solutions on a permanent, contract or temporary basis and would love to facilitate your latest business hire or career move.
Covers: England | Contract, Part Time, Permanent, Temporary | Salaries from £17k - £100k
ARC's main focus is in financial services recruitment and within that field, we often get asked to recruit for a variety of Paraplanner based roles.
Covers: London and South-East focus, but UK-wide | Contract, Permanent | Salaries from £17k - £100k
Ashendon Recruitment - Empowering Careers and Strengthening Local Business as a local agency, we specialise in bridging the gap between clients seeking quality staff and candidates seeking rewarding careers across three clear sectors: Office and Professional, Logistics and Warehouse, and Sales and Marketing. We have been connecting exceptional talent with local businesses for 25 years
Covers: Home Counties | Contract, Part Time, Permanent, Temporary | Salaries from £17k - £100k+
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More information
A Paraplanner is employed to work alongside a Financial Planner in the preparation and administration of financial plans and reporting for a client. Very often they are Financial Planners themselves.
What qualifications will a Paraplanner need?
Paraplanners need to demonstrate excellence in writing reports and providing statistical analysis. You will need a background which has involved investment research along with a strong understanding of the issues surrounding compliance. A Certificate in Financial Planning (CFP) is normally expected as standard for recruitment agencies and companies looking to employ a Paraplanner. You will also need to be a Certified Financial Planner in order to work in more senior Paraplanner roles.
What will recruiters look for?
Organised and diligent, a Paraplanner will have a working knowledge of standard financial operating systems along with associated administration tools. As you would expect large Investment and Wealth Management organisations look for experienced Paraplanners and in London you can expect to be paid above average in this type of role.
Recruiters will normally look for someone with a relevant diploma or degree background when searching for a Paraplanner. Whilst a great deal of administration is required in this job Paraplanners need a large amount of core financial planning skills. An average wage for the role is circa £27k.
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