Paraplanner

Job Title: Paraplanner

Industry: Wealth Management

Location: Bristol

Salary: £30,000 - £40,000

Job reference: 8968

Job Description:

Are you looking to advance your Paraplanning career?

Recruit UK are proud to be working with a leading Independent Financial Planning firm who are seeking a detail-oriented Paraplanner to join the team in their Bristol office. Your role will involve working alongside the Financial Planners to craft tailored financial plans for their clients and ensure all clients needs are met to a high standard.

Duties will include:

• Gathering and analysing data
• Conducting research
• Preparing suitability reports
• Remaining compliant at all times
• Preparation of illustrations and key documents
• Dealing with client queries
• Tax calculations
• Cashflow modelling

Benefits:

• 25 days paid annual leave
• Salary up to £40,000
• Pension Scheme
• Hybrid working allowance (40 days a year)
• Death in Service (3 x Salary)
• Free eye tests and contribution toward glasses
• Long-term study support and paid-for qualifications
• Employee Assistance Programme for employees and family use
• Bike Loans

Skills and experience required:

• Previous Paraplanning experience
• Working towards Level 4 Diploma in Financial Planning (desirable)
• Ability to multitask
• Problem solving skills
• Excellent communication skills - both written and verbal
• Ability to work independently and as a team

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 an Independent Financial Planning firm in Bristol on a Paraplanner 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.