Senior Paraplanner

3 weeks ago

Knutsford, United Kingdom Recruit UK Full time

Job Title: Senior Paraplanner

Industry: Financial Planning

Location: Knutsford

Salary: Up to £46,000 (negotiable dependent on experience)

Job Reference: 9302

Job Description:

Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.

As a Senior Paraplanner, you will play a key role in the firm, working closely with Financial Planners to deliver comprehensive and high-quality financial planning services. This role offers the opportunity to take on more responsibility, including overseeing complex cases, mentoring junior team members, and contributing to the strategic growth of the business.

Duties will include but not limited to:

  • Act as the main point of contact for all technical support.
  • Interpret and analyse data from client meetings to provide tailored solutions.
  • Prepare suitability reports, client illustrations, and key features documents.
  • Ensure compliance with procedures and maintain up-to-date client files.
  • Build and maintain relationships with product providers and keep the team informed of market developments.
  • Support the delivery of the firm's investment proposition.
  • Propose and draft financial solutions for clients

Benefits:

  • Salary up to £46,000
  • Hybrid working 2 days from home
  • Company pension
  • Fully supported exams and progression
  • 4x death in service
  • Parking
  • 25 days annual leave plus bank holidays

Skills and experience required:

  • 5 years + experience in a Paraplanning role
  • Excellent understanding of Financial Planning
  • Level 4 Diploma in Financial Planning
  • Attention to detail
  • Excellent written and verbal communication skills

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 Financial Advice firm based in Knutsford on a Senior Paraplanner role.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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