Job Title: Paraplanner
Industry: Financial Planning
Location: Preston
Salary: £30,000 - £32,000
Job Reference: 9223
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in Preston 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.
This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm. This role is office based, giving you the opportunity to learn from experienced Financial Advisers/Directors and progress your career very quickly!
Duties as a paraplanner will involve, but not be limited to
1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
What's in it for you?
- Salary negotiable dependent on skills and experience up to £32,000
- The company will match pension contributions up to the rate of 5%
- Office based
- Group death in service
- Study Support
- 25 days annual leave - not including Bank Holidays
Skills and experience required:
- 2 years' experience at IFA firm in a Paraplanning role.
- Good technical knowledge in a wide range of product areas - pensions, investments, ISA's and Protection Policies
- Experience using client cash-flow modelling software is preferable
- Strong suitability report writing skills
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 in Preston on a Paraplanner 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 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.