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Paraplanner

2 months ago

Brighton UK, East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are working on an exciting opportunity for an IFA Administrator in Brighton.

Our client offers a variety of Wealth Planning for private clients and companies, including Investment management, retirement planning, tax and more. As they continue to grow, expand and merge with other successful IFA firms, they are looking to bring on a Paraplanner to join their already successful Paraplanning team. This means there is a lot of experienced individuals for you to bounce off of and learn from, as well as mentor and support.

Duties will include but not limited to:

  • Producing suitability reports following client meetings
  • Researching products for both new and existing business
  • Cashflow modelling
  • Attending client meetings where required
  • Generally assisting the Advisers and back office team with technical enquiries


Benefits:

  • Competitive salary of up to £50,000 (DOE and negotiable)
  • Discretionary bonus scheme
  • Career development/progression opportunities
  • Hybrid working
  • 20 days AL + Bank holidays + Xmas closure
  • Buy/sell scheme for holidays
  • 5% pension contribution
  • Private medical insurance
  • Exam funding and support


Skills and experience required:

  • Experience working in a Paraplanning position
  • Level 4 Diploma in Financial Planning, or working towards Chartered status
  • Strong technical knowledge and understanding of UK products