Paraplanner
Job Title: ParaplannerIndustry: Financial ServicesLocation: Grimsby (Hybrid)Salary: up to £45,000 DOEJob reference: 10343Job Description:Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a successful and growing wealth management firm at their Grimsby office.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 frameworksCarry out research on products and providersBuild and maintain cashflow models to support financial planning adviceBenefits:Salary up to £45,000 (dependent on skills, qualifications, and experience)Private medical insurance22 days'' annual leave + 2 days Christmas closure + half-day on your birthday + bank holidaysPurchase holiday schemePension contributionFlexitimeDiscretionary bonusHybrid working post-probationSupport and funding towards further qualificationsExcellent career progression opportunitiesPerk boxSkills and experience required:Minimum of 1 years'' experience (or equivalent) as a Paraplanner within an Independent Financial Advice companyLevel 4 Diploma is desired, but candidates studying towards it will also be consideredStrong organisational skills, with the ability to plan and prioritise effectivelyAbout Recruit UK:As specialists in financial ..... full job details .....
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