Paraplanner - Financial Planning Specialist
2 days ago
Industry: Financial Services
Location: Remote Opportunity
Salary: £35,000 - £45,000 (dependent on experience)
Job Type: Full-time
About the RoleWe are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial advice to our clients.
Key Responsibilities- Research and analyse clients' financial arrangements, investment, and client data.
- Construct financial planning strategies and research the financial product marketplace.
- Produce high-quality financial planning reports.
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records and ensure accurate data entry.
- Work collaboratively with the team to deliver exceptional client service.
- Perform general office administration tasks as required and provide holiday cover.
- Maintain and update back-office systems and platforms.
- Level 4 Diploma or working towards this qualification.
- Knowledge of Pensions, Investments, and Protection.
- Experience as a Paraplanner completing reports, research, and working alongside Financial Advisers.
- Experience working with High Net Worth clients and Inheritance Tax planning.
- Good knowledge of Intelligent Office and Voyant systems.
- Competitive salary from £35,000- £40,000 (negotiable dependent on experience).
- Full exam and study support.
- Group life assurance.
- Flexible working hours.
- Hybrid working.
- Free parking.
- Employee benefits portal.
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