Paraplanner
other jobs Recruit UK
Added before 3 Days
- England,South West,Somerset,Somerset West and Taunton
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Full job descriptionParaplanner
Salary: Up to £50,000
Location: Taunton
Reference: 10553
Are you an experienced Paraplanner looking for your next opportunity within a supportive and professional financial planning environment?
Recruit UK is working with a well-established financial planning firm that is looking for a proactive and detail-oriented Paraplanner to join their team.
This is an excellent opportunity for someone with strong technical financial planning knowledge who enjoys working closely with advisers to deliver high-quality advice and positive outcomes for clients.
What’s in it for you?
*Salary up to £50,000
*Hybrid working
*25 days annual leave, increasing to 30 days
*Opportunity to purchase additional holiday
*Company pension scheme
*Death in service
*Flexible benefits
*Enhanced family-friendly policies
*Cycle to work scheme
*Training and ongoing career development
*Supportive and professional working environment
The role
As a Paraplanner, you’ll work closely with Financial Advisers to support the development and delivery of comprehensive financial planning solutions.
Your responsibilities will include:
*Preparing detailed suitability reports and supporting documentation
*Analysing client information and financial data
*Assisting with the development of tailored financial strategies
*Supporting financial planning across areas including investments, cash flow planning and risk
*Maintaining accurate and up-to-date client records
*Working closely with advisers to ensure recommendations are clearly documented
*Ensuring documentation meets relevant compliance and regulatory standards
*Communicating with clients and colleagues throughout the advice process
*Managing workloads and follow-ups to ensure cases progress efficiently
What are we looking for?
*Previous paraplanning experience within financial planning or wealth management
*Diploma in Financial Planning or an equivalent qualification
*Good knowledge of financial planning principles and processes
*Strong report writing and analytical skills
*Ability to manage multiple cases and prioritise workloads effectively
*Good IT skills, including Microsoft Word, Excel and Outlook
*A professional and client-focused approach
Salary: Up to £50,000
Location: Taunton
Reference: 10553
Are you an experienced Paraplanner looking for your next opportunity within a supportive and professional financial planning environment?
Recruit UK is working with a well-established financial planning firm that is looking for a proactive and detail-oriented Paraplanner to join their team.
This is an excellent opportunity for someone with strong technical financial planning knowledge who enjoys working closely with advisers to deliver high-quality advice and positive outcomes for clients.
What’s in it for you?
*Salary up to £50,000
*Hybrid working
*25 days annual leave, increasing to 30 days
*Opportunity to purchase additional holiday
*Company pension scheme
*Death in service
*Flexible benefits
*Enhanced family-friendly policies
*Cycle to work scheme
*Training and ongoing career development
*Supportive and professional working environment
The role
As a Paraplanner, you’ll work closely with Financial Advisers to support the development and delivery of comprehensive financial planning solutions.
Your responsibilities will include:
*Preparing detailed suitability reports and supporting documentation
*Analysing client information and financial data
*Assisting with the development of tailored financial strategies
*Supporting financial planning across areas including investments, cash flow planning and risk
*Maintaining accurate and up-to-date client records
*Working closely with advisers to ensure recommendations are clearly documented
*Ensuring documentation meets relevant compliance and regulatory standards
*Communicating with clients and colleagues throughout the advice process
*Managing workloads and follow-ups to ensure cases progress efficiently
What are we looking for?
*Previous paraplanning experience within financial planning or wealth management
*Diploma in Financial Planning or an equivalent qualification
*Good knowledge of financial planning principles and processes
*Strong report writing and analytical skills
*Ability to manage multiple cases and prioritise workloads effectively
*Good IT skills, including Microsoft Word, Excel and Outlook
*A professional and client-focused approach
Job number 4051071
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
At Recruit UK, we do more than just find you a job, we guide you every step of the way to ensure you secure the right role for you. With over 18 years...