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Paraplanner

2 months ago

BurnhamOnSea, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Paraplanner

Industry: Financial Services

Location: Somerset

Salary: up to £45,000

Reference Number: 9243


Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Somerset to join an Independent Financial Planning practice.


This company is a leading Chartered practice, they specialise in investment and pension advice and have an expanding client base. You will prepare and follow up client projects, whilst delivering exceptional ongoing aftercare to the clients. This role is open to someone potentially more junior if they have good experience working within Financial Planning.


Duties will also include:

  • Preparation of regulatory packs, issuing appointment emails/letters
  • Fact finding
  • Complete Research using varied tools for comparison purposes
  • Presentation preparation including appropriate illustrations and fund factsheets
  • Write suitability letters and recommendations
  • Follow-up with process transactions to compliant standards
  • New business files
  • Platform management, transfers in and out
  • Arrange appointments and manage online meetings and diary management for directors
  • Optimisation of Intelliflo back-office software


Benefits:

  • Salary up to £45,000
  • Support with obtaining Chartered status
  • Hybrid policy an option
  • Progression if desired to financial adviser role in future
  • Generous benefits inc. PMI, pension and support


Skills and experience required:

  • Level 4 qualified or working towards
  • Excellent IT, communication and organisational abilities
  • Skilled financial professional with an understanding of advice software and systems
  • Advantageous to have Interflow Office, FE Analytics and other platform experience


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 are pleased to be working with a Financial planning firm based in Somerset on a Paraplanner role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • 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.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.