Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Kent

Salary: £50,000 - £60,000

Job Description: 9868

Recruit UK are working with an Independent Financial Planning firm, which is looking to expand its Paraplanning team.

This IFA is offering bespoke and tailored advice across Investments, Pensions, Tax planning, and more. With offices and clients across the UK, their client base is ever-expanding, and as a result, they are looking to grow their back-office team to ensure everyone is given an exceptional level of service.

This exciting opportunity can see you developing your Paraplanning career, managing a team of paraplanning or even moving into Financial Advice, with a client book to get you started. Therefore, wherever you are in your Paraplanning career, this job is for you!

Duties:

• Understanding and analysing new and existing client current personal and financial circumstances and objectives
• Writing and producing detailed suitability reports
• Researching products for client individual circumstances and goals
• Communicating with clients and working closely with the Financial Advisers
• Supporting senior members of the team
• Complying with FCA regulations

Benefits:

• Competitive salary up to £50,000
• Hybrid working structure (3 in 2 home)
• Incredible opportunities to process into management and/or Financial Advice if desired
• A business that is growing, with new acquisitions consistently in the pipeline
• 33 days holiday
• Private medical
• 5% pension contribution
• Exam funding
• Salary uplifts annual and for exams passed
• Modern office building, with parking

Skills and experience required:

• Minimum of 3 years in a Paraplanning position
• Level 4 diploma required, close to completion may be considered
• Drive to progress and develop career

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 firm, looking for a

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.