Associate Paraplanner

Job Title: Associate Paraplanner Industry: Financial Services Location: Kettering Salary: up to £35,000 DOE Job reference: 10325 Job Description: 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 1 RO exams • Strong organisational skills, with the ability to plan and prioritise effectively 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 are pleased to be working with a Wealth Management Firm in Birmingham on a Desk Based Adviser 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.