Paraplanner

Job Title: Paraplanner Industry: Financial Services Location: Taunton, Somerset Salary: up to £30,000 Reference Number: 14423 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Wealth Management Firm. This is an opportunity for someone that has technical experience and is looking for a new position. They have an excellent salary alongside great benefits and are committed to ensuring your success within the industry. Your duties will include but not be limited to: Report writing Fact finding Client Service/ Review - first contact for clients with any technical queries Prepare recommendations; complete / send documents, application forms, suitability reports Team working; work alongside Paraplanners / Client Administrators / Financial Advisers/Planners Compliance; Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulations Collate and pre-populate New Business / Servicing forms and application packs Produce and issue client fee invoices Assist colleagues during absence and holidays What’s in it for you: Supportive company that will encourage your development Salary range up to £30,000 (negotiable) Skills and experience required: Experience as a technical paraplanner DipFA qualified or near qualified Direct IFA experience (ideally 3 yrs) desirable Experience liaising with clients and advisers No face to face experience needed 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 Wealth Management Firm based in Taunton on 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.