Job Title: Paraplanner
Industry: Wealth Management
Location:Birmingham
Salary: £33,000 - £42,000
Reference Number: 9021
Job Description:
Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This is an exciting opportunity for someone looking to develop their career further in the finance industry.
Responsibilities:
* Suitability report writing
* Assist Financial Planners with preparation for client meetings.
* Maintain compliant records.
* Work as part of the team to deliver the highest level of client service.
* Perform general office administration tasks as required and provide holiday cover.
* Maintain and update back-office systems and platforms.
* Research and analysis
* Attend client meetings
What’s in it for you:
* Competitive salary up to £42,000
* 26 days annual leave plus bank holidays and option to purchase up to 10 more
* Life insurance
* Company pension
* Study support and paid study leave
* Generous bonus scheme
* Hybrid working
* Income protection
Skills and experience required:
1. Previous Paraplanning experience
2. Level 4 Diploma Qualified or on the way to being qualified
3. Excellent knowledge and under...