Paraplanner

Job Title: Paraplanner

Industry:? Financial Planning

Location:? Doncaster

Salary: Up to £35,000

Job Reference:? 8919

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner tojoin a national Independent Financial Advice practicein their Doncaster office.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.

The role will involve building cash flow models, undertaking research to identify suitable solutions to meet client needs, preparing information/comparisons for analysis, establishing strong relationships with clients, amongst other tasks.

This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm.

What’s in it for you?

• Salary negotiable dependent on skills and experience up to £35,000.
• Discretionary bonus scheme.
• The company will match pension contributions up to the rate of 5%.
• Generous sick pay.
• Hybrid working.
• Group death in service.
• Group Income Protection.
• Assistance with future examinations.
• 28 dates annual leave.
• Online discounts portal.

Skills and experience required:

• Level 4 Diploma or equivalent (desirable).
• Previous experience as a paraplanner.
• Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
• Experience using client cash-flow modelling software is preferable.
• Strong suitability report writing skills.

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 Doncasteron a Paraplanner 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.