Paraplanner
Job Title: Paraplanner
Industry: Financial Services
Location: Solihull
Salary: Up to £50,000
Job Reference: 8267
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Solihull to join a Financial Planning firm. The firm is a Chartered Financial Advice firm that provides a high level of technical financial planning, they provide specialist advice to individuals in areas such as savings and investments retirement planning, inheritance tax planning, and insurance/protection.
They are currently looking to recruit a new Paraplanner to join their team due to growth. The role will involve adding value to the paraplanning process and assisting financial advisers, processing complex calculations, technical focus on paraplanning and technical thinking, and applying your knowledge and skills to cases and thinking of solutions. It is a very dynamic and involved paraplanning role. They provide specialist advice to individuals in areas such as savings and investments retirement planning, inheritance tax planning, and insurance/protection. As well as long-term career opportunities, they offer study support and a friendly and supportive working environment.
Benefits:
- Salary Up to £50,000 (negotiable dependent on experience)
- Private medical insurance
- Private home insurance
- Generous pension contribution
- Private medical insurance
- Working from home is available
- Annual bonus scheme
- 30 days holiday plus bank holidays
- Regular client events – sociable office
Skills and experience required:
- Level 4 Diploma
- Previous paraplanning experience (ideally within an IFA)
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 Financial Advice firm based in Solihull on a paraplanning role.
Our commitment to you:
- Recruit UK embraces equality, diversity, and inclusion and will seek to promote its benefits in all of its business activities.
- 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.