Paraplanner
Job Title: Paraplanner
Location: Birmingham
Salary: Up to £40,000
Job Reference: 7228
Job Description:
Recruit UK is recruiting for a Paraplanner to join a thriving wealth management firm based in central Birmingham.
This firm is well-established and award-winning, they’re recognized within the Wealth Management profession and have a reputation as a great employer that always puts their employee’s successes and development needs first.
Duties will include:
- Work closely with the administration team and advisers
- Record client data
- Prepare reports and undertake research
- Collate and prepare information for annual reviews
- Be a key point of contact for clients and third-party providers
- Ensure upholding compliance, regulation, and company standards at all times
Benefits:
- Salary Up to £40,000 (negotiable dependent on experience)
- 25 days annual leave with an additional day for each year’s service
- Generous pension scheme
- Health insurance and private medical insurance (including for family)
- Life assurance
- Season ticket loan for your travel
- Flexible benefits
- Hybrid working model (home and office)
Skills and experience required:
- Minimum of 2 years paraplanning experience, 3 years within financial services desirable
- CII Level 4 qualified
- Professional, meticulous with a keen eye for detail
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 a well-established wealth management firm based in Birmingham 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 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.