Associate Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,East Midlands,Northamptonshire,Kettering
- Full Time, Permanent
- £28,000 - £35,000 per annum
Job Description:
Job Title: Associate Paraplanner
Industry: Financial Services
Location: Kettering
Salary: up to £35,000 DOE
Job reference: 10325
Job Description:
Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office.
As an Associate Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.
Responsibilities
*Prepare annual review packs and documentation for client meetings
*Draft suitability reports and associated recommendation documents using templated frameworks
*Carry out research on products and providers
*Build and maintain cashflow models to support financial planning advice
Benefits:
*Salary up to £35,000 (dependent on skills, qualifications, and experience)
*Private medical insurance
*25 days’ annual leave + 3 days Christmas closure
*Generous pension contribution
*Life assurance
*Health cash plan
*Performance bonus
*Employee Assistance Programme
*Excellent career progression opportunities
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services
*Holds a minimum of 2 RO exams
*Strong organisational skills, with the ability to plan and prioritise effectively
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 Wealth Management Firm in Birmingham on a Desk Based Adviser 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.
Industry: Financial Services
Location: Kettering
Salary: up to £35,000 DOE
Job reference: 10325
Job Description:
Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office.
As an Associate Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.
Responsibilities
*Prepare annual review packs and documentation for client meetings
*Draft suitability reports and associated recommendation documents using templated frameworks
*Carry out research on products and providers
*Build and maintain cashflow models to support financial planning advice
Benefits:
*Salary up to £35,000 (dependent on skills, qualifications, and experience)
*Private medical insurance
*25 days’ annual leave + 3 days Christmas closure
*Generous pension contribution
*Life assurance
*Health cash plan
*Performance bonus
*Employee Assistance Programme
*Excellent career progression opportunities
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services
*Holds a minimum of 2 RO exams
*Strong organisational skills, with the ability to plan and prioritise effectively
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 Wealth Management Firm in Birmingham on a Desk Based Adviser 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.
Job number 3668361
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...