Paraplanner - Bromsgrove - £35k-£42k

£35,000 - £42,000 yearly
  • Recruit UK
  • Bromsgrove, UK
  • 09/06/2021
Full time Paraplanner

Job Description

• Please mention Financial Planning Today and the reference number below when applying for this role •

Job Title: Paraplanner

Industry: Financial Planning

Location: Bromsgrove

Salary: £35,000 – £42,000

Job Reference: 15362

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner near Bromsgrove to join an Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.

They are currently looking to bring on a Paraplanner to join their existing team in their office in Bromsgrove due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.

Duties as a paraplanner will involve, but not be limited to:

  • Building cash flow models
  • Prepare recommendations and suitability reports
  • Undertake research to identify suitable solutions to meet the clients
  • Prepare information/comparisons for analysis by Planner
  • Establish and build strong relationships with clients

What’s in it for you?

  • Salary negotiable dependent on skills and experience up to £42,000
  • 25 days holiday plus bank holidays
  • Generous bonus
  • Flexible home and office working (potential for full-time home-based working, for very experienced applicants)
  • Excellent pension
  • Ongoing study and exam support

Skills and experience required:

  • Level 4 Diploma or equivalent (desirable)
  • Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection
  • Minimum of 3 years experience working within a financial planning company
  • Experience using client cash-flow modeling software preferable
  • Strong suitability report writing skills