Paraplanner
other jobs Recruit UK
Added before 2 Days
- England,South West,Somerset,Somerset West and Taunton
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Job Role: Paraplanner
Location: Remote working (HQ: Taunton)
Salary: £45,000
Job Reference: 10212
Recruit UK is working on behalf of a well-established and highly regarded financial planning firm in Taunton to recruit a Paraplanner.
This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality research and reports while working closely with advisers and colleagues to deliver exceptional client outcomes. The firm offers a collaborative environment, strong technical standards, and the flexibility of remote working!
The Role
You will play a key role in supporting Financial Advisers by delivering detailed research, technical analysis, and high-quality suitability reports across pensions, investments, and protection.
Your responsibilities will include:
*Sourcing illustrations, documents, and forms from provider platforms and websites.
*Preparing technical research and analysis to support adviser recommendations.
*Producing suitability reports for pensions, investments, and protection.
*Identifying and suggesting improvements to processes and workflows.
*Documenting and updating processes relevant to your role.
*Supporting the Senior Paraplanner and Operations Manager when required with work allocation and mailbox management.
*Contributing to positive change within the team and supporting operational improvements.
Benefits:
*Salary up to £45,000
*Group Pension with contributions 5% employee / 3% employer
*Group Life Assurance of up to 4x salary
*Health Cash Plan
*28 days annual leave plus bank holidays
*Remote working, once a month in Taunton for team meetings as needed
Skills and experience required:
*Minimum 5 years’ experience within Financial Advice Services
*At least 2 years’ paraplanning experience
*Diploma in Financial Planning (Level 4)
*Excellent report writing and technical research skills
*Professional, confident, and articulate communication skills
*Empathetic and patient when dealing with complex or challenging situations
*Comfortable using CRM systems and Microsoft Office
*Experience with systems such as Intelliflo and Financial Analytics advantageous
Location: Remote working (HQ: Taunton)
Salary: £45,000
Job Reference: 10212
Recruit UK is working on behalf of a well-established and highly regarded financial planning firm in Taunton to recruit a Paraplanner.
This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality research and reports while working closely with advisers and colleagues to deliver exceptional client outcomes. The firm offers a collaborative environment, strong technical standards, and the flexibility of remote working!
The Role
You will play a key role in supporting Financial Advisers by delivering detailed research, technical analysis, and high-quality suitability reports across pensions, investments, and protection.
Your responsibilities will include:
*Sourcing illustrations, documents, and forms from provider platforms and websites.
*Preparing technical research and analysis to support adviser recommendations.
*Producing suitability reports for pensions, investments, and protection.
*Identifying and suggesting improvements to processes and workflows.
*Documenting and updating processes relevant to your role.
*Supporting the Senior Paraplanner and Operations Manager when required with work allocation and mailbox management.
*Contributing to positive change within the team and supporting operational improvements.
Benefits:
*Salary up to £45,000
*Group Pension with contributions 5% employee / 3% employer
*Group Life Assurance of up to 4x salary
*Health Cash Plan
*28 days annual leave plus bank holidays
*Remote working, once a month in Taunton for team meetings as needed
Skills and experience required:
*Minimum 5 years’ experience within Financial Advice Services
*At least 2 years’ paraplanning experience
*Diploma in Financial Planning (Level 4)
*Excellent report writing and technical research skills
*Professional, confident, and articulate communication skills
*Empathetic and patient when dealing with complex or challenging situations
*Comfortable using CRM systems and Microsoft Office
*Experience with systems such as Intelliflo and Financial Analytics advantageous
Job number 3578673
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...