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    Remote Paraplanner - United Kingdom - Recruit UK | Certified B Corp™

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    Description


    Recruit UK is working on an excellent opportunity for a Paraplanner to join a national Independent Financial Advice practice on a remote basis.

    While this role is remote, they are looking for someone who is based in the Midlands.

    This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.

    The role will involve building cash flow models, undertaking research to identify suitable solutions to meet client needs, preparing information/comparisons for analysis, establishing strong relationships with clients, amongst other tasks.

    This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.
    What's in it for you?Salary negotiable dependent on skills and experience up to £40,000.Discretionary bonus scheme.
    The company will match pension contributions up to the rate of 5%.Generous sick pay.
    Hybrid working.
    Group death in service.
    Group Income Protection.
    Assistance with future examinations.28 dates annual leave.
    Online discounts portal.


    Skills and experience required:
    Level 4 Diploma or equivalent.
    Previous experience as a paraplanner.
    Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.
    Experience using client cash-flow modelling software is preferable.
    Strong suitability report writing skills.


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