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Paraplanner

Employer
Recruit UK
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Job Title: Paraplanner

Industry: Financial Planning

Location: Bromsgrove

Salary: £35,000 - £42,000

Job Reference: 15806

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner near Bromsgrove to join an Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.

They are currently looking to bring on a Paraplanner to join their existing team in their office in Bromsgrove due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.

Duties as a paraplanner will involve, but not be limited to:
  • Building cash flow models
  • Prepare recommendations and suitability reports
  • Undertake research to identify suitable solutions to meet the clients
  • Prepare information/comparisons for analysis by Planner
  • Establish and build strong relationships with clients

What's in it for you?
  • Salary negotiable dependent on skills and experience up to £42,000
  • Discretionary bonus scheme
  • The company will match pension contributions up to the rate of 5%
  • Generous sick pay
  • Flexible home and office working
  • Group death in service
  • Group Income Protection
  • Assistance with future examinations
  • 28 dates annual leave (FTE)
  • Health Cash Plan
  • Online discounts portal

Skills and experience required:
  • Level 4 Diploma or equivalent (desirable)
  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection
  • Minimum of 3 years experience working within a financial planning company
  • Experience using client cash-flow modeling software preferable
  • Strong suitability report writing skills

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 is pleased to be working with an Independent Financial Advice firm based near Bromsgrove on a 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.
  • Never pester you.
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