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Job Details

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

 

Skills and experience required:

  • 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

 

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 are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield 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 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.
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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

 

Skills and experience required:

  • 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

 

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 are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield 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 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.
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