Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Industry: Financial Planning

Location: Sutton Coldfield

Salary: up to £40,000

Job reference: 9772

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Sutton Coldfield to join a forward-thinking and unique financial planning practice.

If you’re passionate about giving individual clients guiding and support and a quality service, this is the company for you.

My client are currently looking to bring on a Paraplanner to join their team in their offices based in Sutton Coldfield. As a Paraplanner, the role will involve writing client suitability reports, performing pension switching analysis and investment analysis, undertaking product and fund research, carrying out Lifetime Allowance Analysis and carry Forward analysis and more.

What’s in it for you?

• Competitive Salary up to £40,000, dependent on experience.
• Professional Development - study support towards the Level 4 Diploma (if desirable)
• Work-Life Balance - flexible home and office working (post probation)
• Generous Holiday Package - 25 days of annual leave plus bank holidays
• Lovely office in the heart of Sutton Coldfield
• Brilliant work culture
• Great transport links near the office

Skills and experience required:

• 2+ years’ experience in a Paraplanner role
• Suitability report-writing skills
• Experience with Intelligent Office is desirable

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.