Paraplanner
Salary
30,000 - 40,000
Location
The Royal Town of Sutton Coldfield
Job Type
Full Time|Hybrid
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Job Title: Paraplanner
Industry: Financial Planning
Location: Sutton Coldfield
Salary: £30,000 – £40,000
Job reference: 14732
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Sutton Coldfield to join a brilliant Financial Planning firm.
This role as a Paraplanner is a really varied role, a hybrid role regarding back-office functions. This role would see through the client’s enquiries and cases from cradle to grave, compiling research and liaising with advisers, completing suitability reports and ensuring the smooth running of the advice process. This opportunity involves compiling DB casework and transfers, so ideally you will have experience of this previously.
This Paraplanner role is technical, so it will give you the opportunity to further develop your skill-set and build on your existing knowledge. You will be supporting two of the directors in the role and they offer a great salary and benefits package. In order to be considered for this role, you must have the AF7 pension transfer qualification.
What’s in it for you:
- Salaries up to £40,000 dependent on skill set and experience (negotiable)
- Pension contribution
- NHS top-up scheme
- 25 days holiday plus bank holidays plus a 2-day holiday exchange
- Additional £500 on your salary per additional exam passed
- The great office location for transport links
- Supportive and friendly team to join
- Ongoing study support and career professional development
- Level 4 Financial Planning diploma (or near completion)
- AF7 is required
- Previous paraplanning experience, ideally in an IFA or Wealth Management firm
- Experience with DB cases and managing these is desirable
- Organisation and analytical skills
- Ability to prioritise workload
- Team player
- 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.