Job Title: Paraplanner

Industry: Wealth Management

Location: Portsmouth

Salary: £35,000 - £45,000 (depending on experience)

Job Reference: 9235

Job Description:

Recruit UK is excited to present an outstanding opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK. Due to ongoing business expansion, they are seeking to add a skilled Paraplanner to their growing team. This is a fantastic chance for individuals with relevant experience to advance their career within a dynamic and supportive environment.

Duties will include but not limited to:

Research clients’ financial arrangements, analyse investment and client data.
Construct financial planning strategies and research financial product marketplace.
Produce financial planning reports.
Assist Financial Planners with preparation for client meetings.
Maintain compliant records.
Work as part of the team to deliver the highest level of client service.
Perform general office administration tasks as required and provide holiday cover.
Maintain and update back-office systems and platforms.

Benefits:

Salary from £35,000- £40,00 (negotiable dependent on experience)
Full exam and study support
Group life assurance
Flexible working hours
Hybrid working
Free parking
Employee benefits portal

Skills and experience required:

Level 4 Diploma / or working towards this
Knowledge of Pensions, Investments, and Protection (essential).
Experience as a paraplanner completing reports, research, and working alongside financial advisers (essential).
Experience working with HNW clients and IHT planning
Good knowledge of Intelligent Office and Voyant systems

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 is pleased to be working with a Financial Advice firm based in Portsmouth on a 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.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.