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Job Title: Paraplanner
Industry: Financial Services
Location: Birmingham
Salary: £38,000 - £45,000
Reference Number: 9675
Job Description:
Recruit UK are currently working with a thriving wealth management firm in Birmingham City Centre, a small boutique IFA. They focus on longevity with their clients and are a very client centric company, with their clients being at the forefront of what they do.
Due to internal promotions within the team, they are now looking for a new Paraplanner to join their Financial Planning support team.
Your responsibilities will include but not be limited to:
- Review client files for accuracy and compliance with regulatory and internal standards
- Research and recommend financial strategies aligned with client goals
- Create and maintain cashflow models to support financial planning
- Provide administrative support and manage client servicing tasks
- Draft suitability reports and assist with application documentation
- Ensure all advice meets regulatory and internal compliance requirements
What’s in it for you:
- Salary up to £45,000 (negotiable on experience)
- Support with travel costs to and from office
- Generous holiday allowance + a Christmas shutdown
- Social office - regular office trips
- Fantastic work culture
- Long-term progression opportunities
- Career professional development - support with study
Skills and experience required:
- Previous experience as a Paraplanner
- Level 4 Diploma qualified (is preferred, candidates with a lot of experience and working toward this may be considered)
- Experience with Intelligent Office is beneficial
- Attention to detail
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 an Independent Financial Planning 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 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.
