Job Title: Paraplanner

Industry: Financial Planning

Location: Birmingham - Hybrid working

Salary: £30,000 - £42,000

Job Reference: 9836

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.

In this vital role, you will deliver comprehensive paraplanning support to Financial Planners, helping to ensure high-quality client service, technical precision, and full regulatory compliance in all advice given.

Your responsibilities will include producing detailed suitability reports, carrying out in-depth research, developing cash flow models, and supporting the entire advice process to achieve excellent results for our clients.

Duties as a paraplanner will involve, but not be limited to:

• Building cash flow models
• Prepare recommendations and suitability reports
• Undertake research to identify suitable solutions to meet the clients
• Prepare information/comparisons for analysis by Planner
• Establish and build strong relationships with clients

What’s in it for you?

• Salary negotiable dependent on skills and experience up to £42,000
• Competitive bonus scheme
• The company will match pension contributions up to the rate of 5%
• Very flexible hybrid working
• Assistance with future examinations
• Medical cash back portal and private GP support
• 28 dates annual leave (FTE)
• DIS

Skills and experience required:

• Level 4 Diploma or equivalent (desirable)
• Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection
• Strong suitability report writing skills

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 an Independent Financial Advice firm in Birmingham on a Paraplanner 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 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.