Associate Paraplanner
Job Title: Associate ParaplannerIndustry: Financial ServicesLocation: KetteringSalary: up to £35,000 DOEJob reference: 10325Job Description:Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office.As an Associate Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.Responsibilities Prepare annual review packs and documentation for client meetingsDraft suitability reports and associated recommendation documents using templated frameworksCarry out research on products and providersBuild and maintain cashflow models to support financial planning adviceBenefits:Salary up to £35,000 (dependent on skills, qualifications, and experience)Private medical insurance25 days'' annual leave + 3 days Christmas closureGenerous pension contributionLife assuranceHealth cash planPerformance bonusEmployee Assistance ProgrammeExcellent career progression opportunitiesSkills and experience required:Minimum of 1 years'' experience (or equivalent) as an Administrator within Financial ServicesHolds a minimum of 2 RO examsStrong organisational skills, with the ability to plan and prioritise effectivelyAbout 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 ..... full job details .....
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