Paraplanner

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.