Job Title: Paraplanner Industry: Financial Services Location: Altrincham Salary: Up to £45,000 Reference Number: 10362 Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Altrincham. As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience. Responsibilities: Research, analyse, and draft recommendation reports Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive Review clients’ investment portfolios, including performance, asset allocation, and risk profiles What’s in it for you: Salary up to £45,000 (dependent on skills, qualifications, and experience) Pension contributions 30 days’ annual leave Private medical insurance Hybrid working Strong benefits package Ongoing development and career progression opportunities Skills and ex...
Paraplanner employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
