Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Birmingham (Hybrid)

Salary: Up to £50,000

Job Reference: 10368

Job Description:

Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham.

As a 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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• Assist advisers in designing financial planning strategies and recommendations
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• Build and maintain detailed cashflow models
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What’s in it for you?

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• Salary up to £50,000 (negotiable dependent on experience)
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• Flexi time (early start and finishing times, option to build up time in leu and claim back)
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• Pension contribution
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• 23 days holiday plus bank holidays
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• Beautiful offices in the heart of Birmingham
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• Career professional development
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• Supportive working environment
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• Hybrid working
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Skills and experience required:

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• Level 4 Diploma is essential
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• Advanced proficiency in Voyant Cashflow Planning
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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 is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull.

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 job 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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