At a Glance
- Tasks: Create suitability letters and analyse client portfolios while collaborating with experienced Paraplanners.
- Company: Award-winning Financial Planning firm in Gatwick with a personal approach.
- Benefits: Up to £55,000 salary, hybrid working, private medical, and 25 days holiday.
- Other info: Enjoy career progression, annual salary reviews, and a dynamic work environment.
- Why this job: Join a growing team and support high-net-worth clients with impactful financial advice.
- Qualifications: Experience in Paraplanning and Level 4 Diploma required, ideally working towards Chartered.
The predicted salary is between 40000 - 50000 £ per year.
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Gatwick. Our client is an award-winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of topics from first-time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to expand their Paraplanning team.
You will work alongside other highly qualified and experienced senior Paraplanners, collaborating to ensure the client is provided with the best service available.
Duties:- Create and process suitability letters
- Understand the client circumstances, objectives, attitude to risk, capacity for loss
- Prepare analysis of clients' existing portfolios
- Conduct research on products available
- Liaise with clients, colleagues and compliance
- Input client information into back office system and keep updated
- Competitive salary of up to £55,000
- Only required at the office twice a month
- Progression and development
- Discretionary bonus
- Annual salary reviews
- Hybrid working
- Private medical
- Income protection
- 25 days holiday
- 4x death in service
- Experienced working in a Paraplanning position
- Level 4 Diploma required, ideally working towards Chartered
- Ability to work remotely
- Strong UK product and FCA regulation knowledge
Paraplanner employer: Recruit UK
Join an award-winning Financial Planning firm in Gatwick, where a personal approach to financial advice is at the heart of our operations. We offer a supportive work culture that values collaboration and professional growth, with opportunities for progression, hybrid working arrangements, and a comprehensive benefits package including private medical and income protection. As part of our dedicated Paraplanning team, you will play a crucial role in delivering exceptional service to high-net-worth clients while enjoying a balanced work-life environment.
