Recruit UK
Bath, UK
20 Aug 2019
31 Aug 2019
Contract Type
Full Time
Job Title: Paraplanner

Industry: Financial services

Location: Bath

Salary: £35k

Job Reference: 13885

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Bath to join a Wealth Management Firm.

Your role will include but will not be limited to:
  • Conducting research on clients' financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections and associated documentation;
  • Prepare technical and accurate suitability reports in line with the company standards
  • Prepare client service agreement letters
  • Assist in the management of the Advisers' client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards;
  • Assist in checking client valuations;
  • Provide support with ad hoc projects and tasks where necessary.

What's in it for you:
  • Excellent bonus potential
  • Extensive benefits
  • Comprehensive training and onboarding process

Skills and experience required:
  • Part or Diploma Qualified
  • Minimum of 2 years' experience within a Financial Planning Administrator role
  • Experience of working within a high-pressure environment

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 a Wealth Management Firm based in Bath on a Paraplanning 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.

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