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Permanent

Paraplanner

Taunton
money-bag 45000.00-45000.00 Annual
3160447566
Posted Today

ParaplannerSalary: Up to £50,000Location: TauntonReference: 10553Are you an experienced Paraplanner looking for your next opportunity within a supportive and professional financial planning environment?Recruit UK is working with a well-established financial planning firm that is looking for a proactive and detail-oriented Paraplanner to join their team. This is an excellent opportunity for someone with strong technical financial planning knowledge who enjoys working closely with advisers to deliver high-quality advice and positive outcomes for clients.What''s in it for you?Salary up to £50,000Hybrid working 25 days annual leave, increasing to 30 daysOpportunity to purchase additional holidayCompany pension schemeDeath in serviceFlexible benefitsEnhanced family-friendly policiesCycle to work schemeTraining and ongoing career developmentSupportive and professional working environmentThe roleAs a Paraplanner, you''ll work closely with Financial Advisers to support the development and delivery of comprehensive financial planning solutions.Your responsibilities will include:Preparing detailed suitability reports and supporting documentationAnalysing client information and financial dataAssisting with the development of tailored financial strategiesSupporting financial planning across areas including investments, cash flow planning and riskMaintaining accurate and up-to-date client recordsWorking closely with advisers to ensure recommendations are clearly documentedEnsuring ..... full job details .....

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