Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Bath

Salary: £32,000 - £42,000

Reference Number: 9490

Are you in a Paraplanner position and looking for the next step in your financial planning career?

Recruit UK is working on a Paraplanner position with a progressive and forward-thinking wealth management firm based in Bath. They are looking for individuals who are Diploma qualified with no less than 2 years’ experience. It would be desirable if you also have a background in an independent advice firm with a broad range of product knowledge.

This firm is a growing financial services firm that offers wealth management, mortgages, and employee benefits, and they are looking for an experienced Paraplanner to join the team. This firm has invested heavily in its working culture and environment, offering a long list of well-being-focused benefits in the interest of their employees.

Day-to-day duties would include with:

· Conducting research, and analysis of products and funds

· Complete cashflow forecasts and financial plans

· Preparing fund switch, client letters, and illustrations

· Liaise with product providers and third parties

· Assist Paraplanners and Financial Advisers

Requirements:

· Level 4 Diploma in Financial Planning

· Sound technical understanding of financial planning

· Previous experience with conducting research and report writing

· Knowledge of the Financial Services industry

· Previous experience working in a similar role

Benefits:

· A salary of up to £42,000

· Hybrid working, 2 days in the office with 3 at home

· 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme

· 4x Salary Death in Service

· 5% employer pension contribution

· Private Medical Insurance

· Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being

· Voluntary benefits including gym membership, tech, health screenings and cycle scheme

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 Bath on a Junior 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.