Paraplanner

Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: up to £38,000 Reference Number: 14620 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Plymouth to join a Financial Planning Company. This company provides high-quality advice to personal and corporate clients across the South West. They have multiple offices across the Devon region and due to company growth they are now seeking a Paraplanner to join one of their successful offices. You will be required to work alongside Financial Advisers and other support staff to provide an exemplary service to the firm’s clients. Your duties as a paraplanner with include but not be limited to the following: Fact-finding and report writing Client Service / Review: you will be the contact for clients with any technical queries Prepare recommendations: you will complete and send documents, application forms and suitability reports Team work: you will be required to work alongside the office team in order to provide the best service to the clients Compliance: you will maintain client records and update them in order to keep an effective audit trail, ensure company procedures are adhered to and ensure the company remains compliant to FCA regulations You will collate and pre-populate New Business, Servicing forms and application packs You will be required to produce and issue client fee invoices What’s in it for you: Salary £30,000 completely negotiable dependent on experience Benefits include great pension contribution, death in service, income protection Excellent training and development within the industry Work hours Monday - Friday 9-5pm Skills and experience required: You must be experienced as a paraplanner You will have obtained or be near Diploma qualified Strong communication skills; written and verbal Driven with a hunger for the company and yourself to succeed Excellent administration, prioritisation and time management Accuracy in the workplace can follow processes You’re able to adapt to change, have the enthusiasm to grow, contribute and develop with the business MS Office skills Full training and development are provided by the firm, this is an excellent opportunity for a likeminded professional to join an enthusiastic, high achieving firm with excellent employee and client reviews. 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 Financial Planning Company based in Plymouth on a Paraplanning 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.