Recruit UK
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 1 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.
To apply for this job please visit www.reed.co.uk.
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