Paraplanner
Job Title: Paraplanner
Industry: Financial Planning
Location: Birmingham
Salary: Up to £35,000 (higher negotiable dependent on experience)
Job Reference: 8646
Job Description:
Recruit UK is working on a brilliant opportunity for a Paraplanner to join a prestigious Financial Planning firm.
This role as a Paraplanner is a really varied role. You will oversee day-to-day paraplanning, suitability report writing, research and much more. You will work alongside the Senior Technical Paraplanner there, giving advice and support to high-quality clients.
This is a fantastic opportunity for someone to work with a growing Lifestyle Financial Planning firm and make a difference in the lives of their clients, providing excellent service and support. With ongoing career professional development.
What’s in it for you:
- Salary Up to £35,000 (higher salary negotiable dependent on skill set and experience
- Flexible working (WFH 2 days a week)
- 26 days holiday plus bank holidays (option to buy more)
- Opportunity to work in a holistic lifestyle financial planning firm
- Pension contribution
- Ongoing study support
- Discretionary bonus (annually)
- No dress code in the office (relaxed working environment)
- Career professional development
Skills and experience required:
- Previous experience working in a Financial Planning firm
- Ideally, some qualifications toward the Level 4 Diploma, are preferred
- Exposure to writing suitability reports
- Comfortable with IT systems – Microsoft Office and various industry systems
- Organised and ability to build rapport
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 in Birmingham 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.