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Financial Planning Assistant

2 months ago


Stourbridge, Dudley, United Kingdom Recruit UK Full time

Job Title: Financial Planning Assistant

Industry: Financial Services

Location: West Midlands

Salary: Up to £32,000

Job Description:

Recruit UK is working with a reputable financial services company on a Paraplanning role in the West Midlands.

This is an excellent opportunity for a Paraplanning professional to join a well-established financial services company that offers holistic financial advice.

The company prides itself on providing a tailored plan to help clients meet their financial goals. They are a successful and prestigious company, and this opportunity is an excellent chance for a Paraplanning professional to join a supportive team.

What's in it for you:

  • Salary ranging up to £32,000 (higher salary negotiable dependent on skills and experience)
  • Generous employer's pension contribution
  • 21 days holiday plus bank holidays (with an additional shut down at Christmas and your birthday off too)
  • Group life
  • Sick pay
  • Flexibility to work from home and in the office, once fully trained
  • Ongoing study support toward Level 4 Diploma and beyond
  • Slick back office systems
  • On-site parking
  • Lovely office space

Requirements:

  • Paraplanning experience, ideally in a financial services company
  • Level 4 Financial Planning Diploma ideally (or those working toward)
  • Excellent attention to details
  • Ability to prioritize your own workload

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based near Birmingham on a Paraplanning role.

Our commitment to you:

We start every journey with a conversation to find out about you in-depth.

We provide honest feedback on where you fit in the job market.

We use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

We take a holistic approach to career happiness - it's rarely just about the money.

We cover the whole of the UK with a local touch through our regional teams.

We never pester you.