Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Birmingham (Hybrid)
Salary: Up to £50,000
Job Reference: 10368
Job Description:
Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham.
As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.
Responsibilities
- Prepare annual review packs and documentation for client meetings
- Draft suitability reports and associated recommendation documents using templated frameworks
- Assist advisers in designing financial planning strategies and recommendations
- Build and maintain detailed cashflow models
What's in it for you?
- Salary up to £50,000 (negotiable dependent on experience)
- Flexi time (early start and finishing times, option to build up time in leu and claim back)
- Pension contribution
- 23 days holiday plus bank holidays
- Beautiful offices in the heart of Birmingham
- Career professional development
- Supportive working environment
- Hybrid working
Skills and experience required:
- Level 4 Diploma is essential
- Advanced proficiency in Voyant Cashflow Planning
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 well-established financial planning firm on a Trainee Paraplanner role near Solihull.
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 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.
