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Paraplanner - Financial Planning Expert
2 months ago
About the Role:
We are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering high-quality financial planning services to our clients.
Key Responsibilities:
- Provide in-depth research and analysis to support the delivery of first-class holistic financial planning.
- Write high-quality suitability reports to support the delivery of financial planning services.
- Work closely with Financial Advisers to ensure that clients receive exceptional service.
- Contribute to the development of business objectives and strategies.
Requirements:
- Level 4 financial diploma qualification.
- Experience in paraplanning, preferably with a minimum of 2 years.
- Excellent report writing, analysis, and research skills.
What We Offer:
- A competitive basic salary up to £46,000, negotiable dependent on experience and qualifications.
- Flexible working arrangements.
- Excellent benefits package.
- The opportunity to work with a leading financial services firm.
About Recruit UK | Certified B Corp™:
We are a specialist recruitment agency in the financial services sector, dedicated to providing unique expertise, insight, and connections to our clients and candidates. Our team is passionate about delivering exceptional service and building long-term relationships.
