Job Title: Paraplanner

Industry: Financial Planning

Location: Birmingham (Hybrid)

Salary: Up to £50,000

Job Reference: 10368

Job 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 meetings
• Draft suitability reports and associated recommendation documents using templated frameworks
• Assist advisers in designing financial planning strategies and recommendations
• Build and maintain detailed cashflow models

What’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 contribution
• 23 days holiday plus bank holidays
• Beautiful offices in the heart of Birmingham
• Career professional development
• Supportive working environment
• Hybrid working

Skills and experience required:

• Level 4 Diploma is essential
• Advanced proficiency in Voyant Cashflow Planning

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 well-established financial planning firm on a Trainee Paraplanner role near Solihull.

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.