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Recruit UK
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Wolverhampton, West Midlands
Paraplanner
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Job Type: Full-time |
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Salary: £32,000 per annum |
Overview
Recruit UK are looking for a paraplanner to join a financial planning firm based in Wolverhampton, Birmingham. Our client, which is one of the FT Advisers 2019 top 100 financial advisors, is experienced and trusted in providing advice and financial planning to individuals and companies alike. As one of the largest independently owned wealth management companies they are looking for a paraplanner to join their expanding team. This role requires you to work closely along side and support financial advisors and IFA administrators. This is an integral position to the team and requires you to provide quality sales support. Roles include but are not limited to: Gain an understanding of client needs by completing fact finds, file notes and client risk questionnaires. Use relevant in house software to undertake quotes/request quotes from external providers. Undertake research and analysis including: charges analysis, fund research and analysis, product comparison and analysis. Compile suitability reports. Instruct the IFA administrator to do preparation where necessary. What’s in it for you: Salary up to £37,000 (higher salaries negotiable dependent on skills and experience) 25 days holiday plus bank holidays, with an additional holiday at Christmas (holiday entitlement increases with time served) and an option to buy or sell holiday leave year on year Offices based in Wolverhampton Private medical cover Critical illness cover Permanent health cover Ongoing career professional development and support with exams Pension contribution Skills and experience required: Financial Planning Diploma Qualified (or equivalent) Relevant paraplanning experience Demonstrated knowledge of research tools Understanding and experience of working with centralized investment propositions Proven ability working with suitability reports Good organization skills Computer literate Client confidentiality 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 an Independent Financial Advice firm based in Wolverhampton 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.