Job Title: Paraplanner
Industry: Financial Planning
Location: Doncaster
Salary: £40,000
Job Reference: 9216
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Doncaster to join an Independent Financial Advice practice.
This company ensures their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have their clients at the forefront of what they do.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Doncaster due to continued success and growth. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times. This is an excellent opportunity and new challenge for an experienced Paraplanner, to join a well-established financial planning practice.
The ideal candidate will work on a hybrid basis from their Doncaster office.
Duties as a Paraplanner will involve, but not be limited to:
- Building cash flow models.
- Preparing recommendations and suitability reports.
- Identifying areas for planning.
- Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.
- Preparing information/comparisons for analysis by Planner.
- Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
- Establishing and building strong relationships with clients
What's in it for you?
- Salary up to £40,000
- 28 days holiday, plus bank holidays
- Flexible hybrid working
- Birthday day off
- Income protection for up to 5 years
- Online discounts and cashback plus 24-hour access to a GP
- 4x salary death in service
- 5% matched pension contributions
- Career professional development
- Competitive bonus scheme
Skills and experience required:
- Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
- Excellent suitability report writing skills.
- 3+ years experience in a Paraplanning role
- Have achieved Level 4 Diploma in Financial Planning or equivalent.