Paraplanner
Job Title: ParaplannerIndustry: Financial PlanningLocation: Birmingham (Hybrid)Salary: Up to £50,000 Job Reference: 10368Job Description:Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a 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 frameworksAssist advisers in designing financial planning strategies and recommendationsBuild and maintain detailed cashflow modelsWhat''s in it for you?Salary up to £50,000 (negotiable dependent on experience)Flexi time (early start and finishing times, option to build up time in leu and claim back)Pension contribution23 days holiday plus bank holidaysBeautiful offices in the heart of BirminghamCareer professional developmentSupportive working environmentHybrid workingSkills and experience required:Level 4 Diploma is essentialAdvanced proficiency in Voyant Cashflow PlanningAbout 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 ..... full job details .....
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