Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Stanstead
Salary: £40-55,000 (DOE and qualifications)
Job Reference: 10203
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm.
Our client is a well respected and growing financial planning firm who specialises in high net worth client management across the South East. They truly care about clients and their employees, ensuring they have a strong ratio of client to back office staff so that clients are well looked after, and employees well being and work life balance. As their client base and adviser team continues to expand, they are looking to bring on a Paraplanner to join their back office team.
Duties:
* Attend client meetings with the Advisers to maintain and build strong relationships
* Manage paraplanning tasks such as suitability reports and product research
* Build and refine cash flow modelling
* Accurately maintain the back office system and work closely with the administration team
Benefits:
* Competitive salary of £40,000 - £60,000 (depending on experience and qualifications)
* Discretionary bonus
* Hybrid working (3 office, 2 home)
* 25 days holiday + birthday off
* Paid exams study leave and exam support
* 5% pension contribution
* Private medical insurance
* Continued professional development
* Advice opportunities, if desired
* Free on site parking
Skills and experience required:
* Experience working in a Paraplanning position
* Level 4 diploma (required), ideally working towards Chartered
* Strong knowledge of UK pensions, tax regulations, investment products and planning tools