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Job Location | Sutton Coldfield |
Education | Not Mentioned |
Salary | £30,000 - £40,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: Junior ParaplannerIndustry: Wealth ManagementLocation: Sutton ColdfieldSalary: £30,000 - £40,000 (negotiable dependent on experience)Job Reference: 8984Are you a Financial Planning Administrator seeking your next role in Financial PlanningRecruit UK is working on an excellent opportunity for a Junior Paraplanner to join an Independent Financial Planning Firm in Sutton Coldfield. If you are looking to join a successful and award-winning financial planning company, look no further.Duties will include but not limited to:· Suitability report writing· Conducting research· Technical administration duties· Updating the CRM system· Processing new business· Diary management· Collating meeting packs· Assist with quotations and illustrations.· Liaising with clientsBenefits:· Salaries from £30,000 - £40,000 (higher salaries offered dependent on experience)· Flexible home and offer working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)· Exam support toward Level 4 Diploma· Pension contribution· 4 x Death in Service· Parking nearby to the office· Lovely offices and office location· Brilliant working environment· Great culture· Career professional developmentSkills and experience required: