Job Title: Paraplanner

Industry: Financial Planning

Location: Norwich

Salary: up to £45,000

Job Reference: 9978

Job Description:

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

Our client is a successful and growing financial planning firms, with a presence across the whole of the UK. As their proposition and office continues to expand in Norwich, they are looking for a Paraplanner to join their paraplanning team. This is a fantastic opportunity for someone who considers themselves a career paraplanner or someone who is looking to take the next step in their career to become a Financial Adviser – they will give loads of opportunity to progress and grow!

Duties:

• Create suitability reports following client meetings, both new business and annual reviews
• Researching relevant products
• Work closely with the Financial Advisers and administration team
• Liaise with clients and providers where applicable

Benefits:

• Competitive salary of up to £45,000 (negotiable for the right candidate)
• Private medical insurance
• 25 days annual leave with a buy/sell scheme
• Hybrid working from the start
• Christmas closure
• Annual discretionary bonus
• Endless career progression opportunities
• Exam funding and support

Skills and experience required:

• Some experience working in a Paraplanning position, or with the duties highlighted above
• Level 4 diploma, close to may be considered
• Good industry knowledge and understanding of FCA regulations