Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Cirencester

Salary: £45,000 - £55,000

Job Reference: 10235

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester.

Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners

Duties:

• Creating and producing suitability reports post client meeting, both new business and annual reviews
• Product research post meeting
• Cashflow modelling
• Liaising with clients and product providers and working closely with the Admin team
• Adhering to strict FCA regulations and ensuring compliance regulations met

Benefits:

• Highly competitive salary of up to £55,000 (depending on exp and quals)
• Discretionary bonus scheme
• Hybrid working
• 6% pension contribution
• 25 days holiday
• Birthday off
• Buy and sell scheme
• Private medical insurance
• 4x DIS
• Progression opportunities available if interested
• Exam funding and support to get to Chartered status (if desired)

Skills and experience required:

• Level 4 Diploma minimum, working towards Chartered ideal
• Experience working in a Financial Planning firm as a Paraplanner
• Strong knowledge of FCA regulations and products.