Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

REF: 8895

Are you an experience Paraplanner?

Are you Level 4 Diploma qualified?

Recruit UK are seeking a Paraplanner to join a prestigious wealth management firm.

The ideal candidate will be fully diploma qualified, have previous experience with suitability report writing, good technical knowledge and an understanding of the financial planning process.

This is a fantastic opportunity to join a dynamic and growing financial planning firm that values its employees and offers a competitive salary and benefits package.

Duties will include but not be limited to the following:

• Work with the advisers to make recommendations in line with clients’ needs
• Suitability report writing
• Cashflow modeling
• Attend client meetings as required
• Analyse client information and existing investments/ policies
• Tax calculations

Benefits:

• Salary up to £45,000
• Pension contribution
• Life assurance
• 28 days holiday + bank holiday
• Access to flexible benefits platform
• Hybrid working (2 days in the office)

Skills and experience required:

• 2-3 years paraplanning experience
• Level 4 Diploma in Financial Planning, ideally interest in or working towards Chartered
• Technical knowledge and an understanding of financial products
• Experience of Curo, FE Analytics and Voyant (advantageous)