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Financial Planning Assistant

2 months ago

Bromsgrove, Worcestershire, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Industry: Financial Services

Location: Remote/Hybrid

Salary: £30,000 - £40,000

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 advisors in providing high-quality advice to our clients.

Key Responsibilities:

  • Building complex financial models to support client recommendations
  • Preparing detailed suitability reports and recommendations
  • Conducting research to identify suitable solutions for clients
  • Preparing information and comparisons for analysis by financial advisors
  • Establishing and building strong relationships with clients

What We Offer:

  • Competitive salary up to £40,000
  • Discretionary bonus scheme
  • Pension matching up to 5%
  • Generous sick pay
  • Flexible remote/hybrid working arrangement
  • Group death in service and income protection
  • Assistance with professional development and examinations
  • 28 days annual leave (FTE)
  • Online discounts portal

Requirements:

  • Level 4 Diploma or equivalent
  • Strong technical knowledge in financial services, including pensions, investments, and tax planning
  • Experience with client cash-flow modelling software
  • Excellent suitability report writing skills

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a strong network of connections and expertise. We are committed to providing a holistic approach to career happiness, taking into account the whole person, not just their salary.