Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Location: Norwich

Salary: £35,000 - £40,000

REF: 9188

Are you currently a paraplanner that is looking for a business that you will thrive within? Do you want to play a central part in the clients financial planning journey? If so, we’re working with a thriving company with a fantastic culture that is seeking a Paraplanner.

Our client is an established Finance firm that stives to offer a high-quality service to HNW/UHNW individuals across the region. They have been establised for over 10 years and are well respected.

Job Description:

Within this role you will work alongside a highly successful financial planner and will play a crucial part in the financial planning journey.

Your duties will include but not be limited to:

• Report writing
• Prepare recommendations; complete / send documents, application forms, suitability reports
• Fact finding and reviewing the market
• Be a key point of contact to clients with technical queries
• Team working; work alongside the financial planner, compliance manager and administrator to ensure the highest quality of work
• Compliance: Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulations

Benefits:

• Salary £35,000 - £40,000 (d.o.e)
• Pension contribution
• 23 days plus holidays excluding Bank Holidays
• Social events and a positive culture
• Modern office
• Hybrid Working
• Support with the completion of exams

Skills and experience required:

• Experience as a paraplanner (2+ years)
• DipFA qualified or near qualified
• Experience liaising with clients and advisers