Paraplanner recruitment agency listing
In the fast-paced and ever-evolving financial services industry, securing top talent is essential to maintaining a competitive edge. We specialize in recruiting exceptional professionals who not only possess the right skills and experience but also fit seamlessly into your company's culture and vision.
Covers: Uk Wide | Contract, Part Time, Permanent | Salaries £15k - £100k+
We are one of Swindon’s premium recruitment agencies offering both temporary and permanent positions. Working with both individuals looking for that next career move and companies looking to increase staff numbers, you can be assured of a personal approach to match your exacting needs.
Covers: South West | Contract, Part Time, Permanent, Temporary | Salaries £15k - £100k+
Flexible Solutionz has been helping companies recruit within the Financial Services industry for many years. We have a proven track record of success across this discipline. We are able to provide testimonials & references on request. We offer excellent rates & rebate schemes to protect your investment.
Covers: North West England | Part Time, Permanent | Salaries £15k - £100k+
Walbrook Search
Referment
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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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