Paraplanner

Job Title: ParaplannerIndustry: Financial Planning / Financial ServicesLocations: Edgbaston / WarwickSalary: Up to £40,000 (dependent on experience)Job Description:Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a growing Independent Financial Advice firm within our Nationwide client.The purpose of this role is to work closely with Financial Planners to deliver a high-quality, compliant, and professional service to clients. You will play a key role in supporting the advice process by conducting research, producing suitability reports, and ensuring all recommendations meet regulatory and company standards.Key Responsibilities:Work closely with Financial Planners to understand client objectives and assist Financial Services Administrators in gathering required informationAssist in identifying financial planning opportunities and sourcing suitable solutions, including preparation of tax calculations where requiredEnsure all required compliance documentation is present and correct prior to submission of suitability reportsPrepare suitability reports and recommendations for Financial Planner approval in line with company policyPrepare associated client documentation and ensure signed declarations and authorisations are in place prior to any transactionsWhat''s in it for you?Salary up to £40,000 depending on experienceAuto enrolment pension23 days annual leave plus bank holidaysGroup Life coverIncome protectionCompany sick payEmployee ..... full job details .....