Paraplanner
Job Title: Paraplanner
Industry: Financial Services
Location: Spalding (Hybrid)
Salary: £45,000 - £50,000
Reference Number: 10398
Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-established wealth management firm at their office in Spalding.
As Paraplanner, you will support advisers providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations.
Responsibilities
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc
- Fully understand compliance procedures
- Competitive starting salary up to £50,000 (depending on experience)
- Hybrid working after probation
- 33 days holiday
- Pension contribution
- DIS
- Strong benefit package
- Great Paraplanning team
- Minimum of 1 years’ experience (or equivalent) as a Paraplanner within an Independent Financial Advice company
- Level 4 Diploma is desired, but candidates studying towards it will also be considered
- Experience writing suitability reports
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
- 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.
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