Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
Job Title: Paraplanner
Industry: Financial Planning
Location: Birmingham (Hybrid)
Salary: Up to £50,000
Job Reference: 10368
Job Description:
Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham.
As a 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
*Assist advisers in designing financial planning strategies and recommendations
*Build and maintain detailed cashflow models
What’s in it for you?
*Salary up to £50,000 (negotiable dependent on experience)
*Flexi time (early start and finishing times, option to build up time in leu and claim back)
*Pension contribution
*23 days holiday plus bank holidays
*Beautiful offices in the heart of Birmingham
*Career professional development
*Supportive working environment
*Hybrid working
Skills and experience required:
*Level 4 Diploma is essential
*Advanced proficiency in Voyant Cashflow Planning
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 a well-established financial planning firm on a Trainee Paraplanner role near Solihull.
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 job 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 Planning
Location: Birmingham (Hybrid)
Salary: Up to £50,000
Job Reference: 10368
Job Description:
Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham.
As a 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
*Assist advisers in designing financial planning strategies and recommendations
*Build and maintain detailed cashflow models
What’s in it for you?
*Salary up to £50,000 (negotiable dependent on experience)
*Flexi time (early start and finishing times, option to build up time in leu and claim back)
*Pension contribution
*23 days holiday plus bank holidays
*Beautiful offices in the heart of Birmingham
*Career professional development
*Supportive working environment
*Hybrid working
Skills and experience required:
*Level 4 Diploma is essential
*Advanced proficiency in Voyant Cashflow Planning
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 a well-established financial planning firm on a Trainee Paraplanner role near Solihull.
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 job 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 3730436
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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% ...