Paraplanner
4 days ago
Job Title: Paraplanner
Industry: Financial Services
Location: Solihull
**Salary**: £40,000 (negotiable dependent on experience)
Job Reference: 6661
**Job Description**:
Recruit UK is working on an excellent opportunity for a Paraplanner in Solihull to join a Financial Planning firm. The client are expanding due to growth of the business and therefore they are now looking for an experienced paraplanner to join their friendly,dynamic team. The client has a real focus on internal progression.
Duties will include but not limited to:
- Writing client suitability reports
- Performing pension switching analysis and investment portfolio analysis
- Undertaking product and fund research
- Liaising with clients and Financial Planning team throughout the advice process, helping to manage the client relationship
- Managing and prioritising tasks and workload
- Following compliance and ensuring there is a clear audit trail
**Benefits**:
- Flexible working (home and office)
- Generous company pension
- Fully supported exams and progression
- Parking
- 23 days holidays + bank holiday
Skills and experience required:
- Level 4 Diploma in financial advising (desired but not required)
- 1 year of paraplanning experience
- 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, RecruitUK is pleased to be working with a Financial Advice firm based in Solihull on a 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:
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