Job Advert: Paraplanner
Location: Knutsford
Salary: Between £30,000-£40,000
Reference Number: 9616
Overview:
An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you.
What can you expect?
* Salary: £30,000 - £40,000 (depending on experience and qualifications).
* 25 days holiday per year.
* 4x Death in Service Benefit.
* Employer pension contributions.
* Flexible working hours.
* Business Park location with free parking.
* Support for professional development and further study to advance within the business.
Key Responsibilities:
* Receive instructions from advisers following client meetings and interpret the data provided.
* Analyse client information and conduct thorough research using various tools to provide tailored solutions.
* Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features documents.
* Ensure all tasks comply with company procedures and regulatory standards.
* Prepare client files for reviews and ensure they remain compliant on an ongoing basis.
* Research and analyse appropriate financial products and services based on individual client circumstances.
* Propose and draft financial solutions that meet each client’s goals, needs, and objectives.
Relevant Skills and Experience:
* A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment.
* A clear understanding of the financial planning process.
* Ability to produce professional, technical reports that support the advice process.
* Strong organisational skills, with the ability to work without supervision and meet agreed outcomes.
* Capable of prioritising your workload and managing the Paraplanning team’s tasks.
* Technical knowledge of investments and pensions advice.
* Proficiency in MS Word, Excel, Outlook, and Intelligent Office.
Qualifications:
* Level 4 Diploma qualified in financial planning.
* High-level knowledge of investment and pension products.
If you are a highly motivated paraplanner with a strong technical background and a desire to contribute to a growing practice, apply now to be part of our supportive and forward-thinking team!
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 are pleased to be working with a UK Wealth Management Firm in Knutsford 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 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.