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Financial Planning Specialist

2 months ago


Brighton, Brighton and Hove, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Industry: Financial Services

Location: Remote

Salary: £40,000 - £47,000

Job Type: Full-time

About the Role:

We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.

Key Responsibilities:

  • Assist in the preparation of suitability reports for clients
  • Conduct research on financial products to support business development
  • Develop and maintain cash flow models for clients
  • Attend client meetings as required to provide support and guidance
  • Provide technical support to financial advisors and the back office team

Benefits:

  • Competitive salary of up to £47,000 (dependent on experience)
  • Discretionary bonus scheme
  • Opportunities for career development and progression
  • Flexible working arrangements
  • 20 days annual leave + bank holidays + Christmas closure
  • Buy/sell holiday scheme
  • 5% pension contribution