Job Description Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What’s in it for you? ~ Salary up to £50,000 (negotiable dependent on experience) ~ Flexi time (early start and finishing times, option to build up time in leu and claim back) ~ Pension contribution ~23 days holiday plus bank holidays ~ Beautiful offices in the heart of Birmingham ~ Career professional development ~ Supportive working environment ~ Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning 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 well-established financial planning firm on a Trainee Paraplanner role near Solihull. 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 job 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.
Pension Paraplanner in Birmingham employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
