Paraplanner

Location

Bath, Somerset | United Kingdom

Job description

Job Title: Paraplanner

Are you an experienced Paraplanner?

Are you Level 4 Diploma qualified?

Recruit UK is seeking a Paraplanner to join a prestigious wealth management firm based in ­­Bristol.

The ideal candidate will be fully diploma qualified, have previous experience with suitability report writing, good technical knowledge, and an understanding of the financial planning process.

This is a fantastic opportunity to join a dynamic and growing financial planning firm that values its employees and offers a competitive salary and benefits package.

Duties will include:

• Analyse client information and existing investments/ policies
• Tax calculations and run cashflow models
• Construct appropriate solutions
• Write suitability reports
• Attend client meetings and act as the first point of contact

Benefits:

• Salary Up to £45,000
• Pension contribution
• Life assurance
• Access to flexible benefits platform
• Hybrid working (2 days in the office)

Skills and experience required:

• 3 years of paraplanning experience
• Excellent communication skills
• Technical knowledge and an understanding of all financial products
• Experience in Curo, FE Analytics, and Voyant (advantageous)
• Level 4 Diploma in Financial Planning

If the above role interest you, get in touch today and one of our consultants will reach out to you. If you have not heard from us in the next 7 days, please assume you have been unsuccessful on this occasion and we wish you the best of luck in the rest of your job search!

Job tags

Salary

£45k per annum