Associate Paraplanner

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

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• Prepare annual review packs and documentation for client meetings
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• Draft suitability reports and associated recommendation documents using templated frameworks
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• Carry out research on products and providers
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• Build and maintain cashflow models to support financial planning advice
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Benefits:

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• Salary up to £35,000 (dependent on skills, qualifications, and experience)
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• Private medical insurance
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• 25 days’ annual leave + 3 days Christmas closure
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• Generous pension contribution
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• Life assurance
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• Health cash plan
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• Performance bonus
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• Employee Assistance Programme
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• Excellent career progression opportunities
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Skills and experience required:

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• Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services
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• Holds a minimum of 1 RO exams
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• Strong organisational skills, with the ability to plan and prioritise effectively
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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:

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• Start every journey with a conversation to find out about you in-depth.
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• Provide honest feedback on where you fit in the jobs market.
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• 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.
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• Take a holistic mindfulness approach - career happiness is rarely just about the money.
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• Cover the whole of the UK with a local touch through our regional teams.
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• Never pester you.
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