Job Title: Paraplanner
Industry: Financial Planning
Location: Ipswich / Norwich
Salary: £50,000 - £55,000
Job Reference: 10058
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning practice in Ipswich or Norwich.
Our client is a UK-wide, successful, and growing Wealth Management and Investment Planning company. They support HNW and UHNW clients with holistic planning in all areas and have specialists in each field to offer bespoke and tailored advice.
Your role will include, but not be limited to:
*Writing and producing detailed suitability reports
*Preparing annual client reviews and meeting documents
*Cashflow modelling
*Understanding and analysing new and existing clients’ current personal and financial circumstances and objectives
Benefits:
*Competitive salary of up to £55,000
*Discretionary bonus scheme
*Ongoing training and development
*Hybrid working
*6% pension contribution
*Private medical insurance
*Exam funding and support
Skills and experience required:
*Strong experience working in a Paraplanning position
*Good understanding of the UK market and FCA regulations
*Level 4 diploma, or equivalent
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.
Our commitment to you:
*Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities
*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
*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.