Recruit UK is working on an excellent opportunity for a Paraplanner to join a well-established and prestigious financial planning company, in Solihull.

This is an exciting opportunity to join a successful and well-regarded financial planning company. They specialize in providing advice to a niche area of professionals and have solid relationships with all of their clients, providing their clients with long-term support and advice. They pride themselves on their expertise in their field and the quality and service they can offer their clients.

They are now seeking a new paraplanner to join the existing team due to growth. You will be working alongside two other paraplanners, providing support to a number of advisers, with a mix of both complex and basic advice. This could involve investment analysis, ISAs, complex investments, pensions, inheritance tax planning, and more.

They utilize FE Analytics, Intelligent Office, Novia, Embark, Octopus, VCTs, Royal London, and more. You’ll initially be working in a pool of paraplanner’s however the focus, in the long run, is to work 1:1 more closely with one of the advisers.

What’s on offer?

23 days holiday entitlement + bank holidays
Salaries Up to £50,000 (higher salaries negotiable dependent on experience)
Beautiful offices
Ongoing exam and study support
Generous company pension
Flexible home and office working
On-site parking
Career professional development

Skills and experience required:

Level 4 Diploma is desirable (however if you are studying toward this, this is fine)
Desire to study industry-relevant qualifications
Previous suitability report-writing experience (required)
Ability to prioritize your own workload

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 is pleased to be working with an Independent Financial Advice firm based in Solihull 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 job 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.

https://recruitukltd.co.uk/jobs/paraplanner-solihull-9330/

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Paraplanner - to £50k - Midlands