Job Title: Paraplanner

Industry: Financial Planning

Location: St Albans

Salary: up to £50,000

Job Reference: 10592

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in St Albans.

Our client is a highly successful Financial Planning and Investment Management firm who look over £1.6 billion AUM with clients across the UK. They are going from strength to strength and aren’t slowing down so are looking for a Paraplanner to join their back office team. You will work alongside other paraplanners to provide technical support to the Advisers and ensuring the best outcomes for clients.

Duties:

• Preparing and drafting suitability reports
• Building and maintaining cashflow models
• Attending client meetings where required
• Work closely with the administration team to maintain accurate documents and back office systems

Benefits:

• Competitive salary of up to £50,000
• 25 days holiday
• +/- 5 days buy/sell scheme
• 5% pension contribution
• Discretionary bonus scheme
• Flexible working hours
• Ample opportunity to progress in whatever way you want
• Truly supportive working environment

Skills and experience required:

• Experience working in a Paraplanning position
• Level 4 Diploma, working towards may be considered
• Good knowledge of UK products and market