Job Title: Paraplanner
Industry: Financial Planning
Location: Sutton Coldfield
Salary: up to £40,000
Job reference: 9772

JOB DESCRIPTION:

Recruit UK are working on an excellent opportunity for a Paraplanner in Sutton Coldfield to join a forward-thinking and unique financial planning practice.
If you’re passionate about giving individual clients guiding and support and a quality service, this is the company for you.
My client are currently looking to bring on a Paraplanner to join their team in their offices based in Sutton Coldfield. As a Paraplanner , the role will involve writing client suitability reports, performing pension switching analysis and investment analysis, undertaking product and fund research, carrying out Lifetime Allowance Analysis and carry Forward analysis and more.

SKILLS AND EXPERIENCE REQUIRED:

• 2+ years’ experience in a Paraplanner role
• Suitability report-writing skills
• Experience with Intelligent Office is desirable

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 Advice firm based in Sutton Coldfield on a Paraplanner role.

Please refer the Job description for details