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Job Title: Paraplanner
Industry: Financial Planning
Location: Coventry
Salary: up to 拢45,000 (negotiable dependent on experience)
Job reference: 9661
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner near Coventry to join a well-established Independent Financial Advice practice.
My client are a leading wealth management company, with a strong presence and offices all over the UK. They are a prestigious company, that are now looking for an additional Paraplanner to join their office in Coventry, due to growth ad continuous success.
Key responsibilities will include but not be limited too:
路 Review client files to ensure complete compliance and documentation
路 Confirm client risk profiles and objectives with Advisers
路 Conduct research to identify suitable financial solutions
路 Prepare cashflow models and investment reports
路 Draft suitability letters and assist with application forms
路 Liaise with legal and tax advisers where needed
路 Ensure all advice meets internal and regulatory standards
What鈥檚 in it for you?
路 Salary is up to 拢45,000 (salary dependent on your skill set and experience)
路 Attractive and above average holiday scheme, with the option to buy or sell additional leave
路 Very generous pension contribution
路 Hybrid home and office working
路 Private medical cover
路 Income protection, critical illness cover and DIS
路 Personal development allowance annually
路 Gym discounts, electric car scheme, cycle-to-work scheme, and more
Skills and experience required:
路 Level 4 Financial Planning Diploma (required)
路 Previous experience writing suitability reports, ideally in a wealth management company or an IFA
路 Exposure to Intelligent office and FE Analytics is desirable
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 Advice firm based near Coventry on a Paraplanner role.
Our commitment to you
路 Start every journey with a conversation to find out about you in depth.
路 Provide honest feedback on where you fit in the jobs market.
路 Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we鈥檒l tell you.
路 Take a holistic mindfulness approach - career happiness is rarely just about the money.
路 Cover the whole of the UK with a local touch through our regional teams.
路 Never pester you.
