Paraplanner - Financial Planning Specialist

2 days ago


Portsmouth, Portsmouth, United Kingdom Recruit UK Full time
Job Title: Paraplanner

Industry: Financial Services

Location: Remote Opportunity

Salary: £35,000 - £45,000 (dependent on experience)

Job Type: Full-time

About the Role

We 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.
Requirements
  • 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.
What We Offer
  • 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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