- Building cash flow models
- Prepare recommendations and suitability reports
- Undertake research to identify suitable solutions to meet the clients
- Prepare information/comparisons for analysis by Planner
- Establish and build strong relationships with clients
- 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
- Predominantly work from home
- Group death in service
- Group Income Protection
- Assistance with future examinations
- 28 dates annual leave (FTE)
- Online discounts portal
- Level 4 Diploma or equivalent (desirable)
- 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
- 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.
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Paraplanner - Bromsgrove, United Kingdom - Recruit UK | Certified B Corp™
Description
Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Bromsgrove – Predominantly remote
Salary: £30,000 – £40,000
Job Reference: 9000
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice.
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.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Bromsgrove due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm. This role is predominantly from home, but you will be expected to attend the office for 121s and team meetings.
Duties as a paraplanner will involve, but not be limited to:
What's in it for you?
Skills and experience required:
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 an Independent Financial Advice firm based near Market Harborough on a Paraplanner role.
Our commitment to you:
