At a Glance
- Tasks: Support Financial Planners with research, documentation, and client meeting preparations.
- Company: Join a thriving wealth management firm in Kettering.
- Benefits: Earn up to £35,000, enjoy private medical insurance, and generous leave.
- Other info: Dynamic team environment with a focus on client experience.
- Why this job: Kickstart your career in finance with excellent growth opportunities.
- Qualifications: 1+ years in Financial Services and at least 2 RO exams.
The predicted salary is between 30000 - 35000 £ per year.
Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office. As an Associate 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
- Carry out research on products and providers
- Build and maintain cashflow models to support financial planning advice
Benefits
- Salary up to £35,000 (dependent on skills, qualifications, and experience)
- Private medical insurance
- 25 days' annual leave + 3 days Christmas closure
- Generous pension contribution
- Life assurance
- Health cash plan
- Performance bonus
- Employee Assistance Programme
- Excellent career progression opportunities
Skills and experience required
- Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services
- Holds a minimum of 2 RO exams
- Strong organisational skills, with the ability to plan and prioritise effectively
Associate Paraplanner in Kettering employer: Recruit UK
Join a dynamic wealth management firm in Kettering, where your role as an Associate Paraplanner will be pivotal in delivering exceptional client experiences. With a strong focus on employee growth, you will benefit from excellent career progression opportunities, a supportive work culture, and a comprehensive benefits package including private medical insurance and generous annual leave. This is an ideal environment for those seeking meaningful and rewarding employment in the financial services sector.
