Job Title: Associate Paraplanner

Industry: Financial Services

Location: Kettering (Office-based)

Salary: up to £35,000 DOE

Job reference: 10325

Job Description:

Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office.

As an Associate 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
• Carry out research on products and providers
• Build and maintain cashflow models to support financial planning advice

Benefits:

• Salary up to £35,000 (dependent on skills, qualifications, and experience)
• Private medical insurance
• 25 days’ annual leave + 3 days Christmas closure
• Generous pension contribution
• Life assurance
• Health cash plan
• Performance bonus
• Employee Assistance Programme
• Excellent career progression opportunities

Skills and experience required:

• Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services
• Holds a minimum of 2 RO exams
• Strong organisational skills, with the ability to plan and prioritise effectively

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 are pleased to be working with a Wealth Management Firm in Birmingham on a Desk Based Adviser 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 jobs 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.