Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Surrey

Salary: £35,000 - £45,000 + discretionary bonus

Job Reference: 8878

Job Description:

Recruit UK are working with a long standing, independent, family run Financial Planning firm, looking to grow their back office team.

You will play an integral part in the clients journey, by attending client meeting and offering your technical support. This firm benefits from both a long standing and loyal client base that’s been growing for over 40 years, as well as a fresh outlook on Financial Planning with a young team of Advisers and back-office staff. There will be ample opportunity for you to develop and grow your professional experience and qualifications too!

Duties will include but not limited to:

• Researching products and supporting in the investment strategy
• Preparing recommendation reports for both new and existing clients
• Assisting with client meetings
• General technical support

Benefits:

• Salary of £35,000 - £45,000
• Discretionary bonus
• Exam funding
• Progression and development
• 25 days annual leave
• 3% pension contribution
• Private Medical inductance
• Hybrid working

Skills and experience required:

• Experience working in a Paraplanning role, or an IFA Admin role with some PP duties
• Ideally Diploma qualified or working towards
• Experience using research systems and the Pension/Investment market

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 a Financial Planning firm, looking for a Paraplanner.