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    • Knowledge and experience of all areas of financial planning.
    • Salary: £35,000 - £45,000 (Depending on experience and qualifications)*.
    • Strong financial rewards: We offer uncapped commissions — most of our team earns around £3,800/month, with top performers earning over £6,000.
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    • Potential for career progression into full financial advice including ability to obtain further qualifications.
    • This is a self employed, fully remote role.
    • We are looking for a proactive finance professional with experience in management accounting, budgeting, forecasting, and financial reporting.
    • A desire to build a long-term career in financial services.
    • Kickstart your career in the financial services industry with a leading national insurance broker!
    • What if you could run your own business without the financial pressure of going it alone?
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Paraplanner
Recruit UK
·
5.0
Middlesbrough
•
Remote
£35,000 - £45,000 a year
Full-time
Apply now

Job details

£35,000 - £45,000 a year
Company pension, Private medical insurance
Full-time
Remote in Middlesbrough

Full job description

Job Title: Paraplanner

Industry: Financial Planner

Location: Middlesbrough

Salary: £35,000 - £45,000 (Depending on experience and qualifications)

Remote on offer

Job Reference: 10464

Job Description:

Recruit UK are working with a prestigious client based in Middlesbrough, who are looking for a Paraplanner to join their team.

As a paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals.

This role is open to Technical Paraplanners and Paraplanners who are level 4 qualified.

Duties will include but not limited to:

  • Create suitability reports following annual reviews and new business client meetings
  • Research products and preparing recommendations
  • Responsible for technical research, cash flow modelling, producing recommendations
  • Attending client meetings where appropriate
  • Client focus ensuring clients receive the best possible service every single time
  • Adhere to FCA regulations and ensure compliance

Benefits:

  • Competitive salary of £35,000 - £45,000
  • Remote working
  • Pension contribution & lots more

Skills and experience required:

  • Experience working in a Paraplanning position
  • Level 4 Diploma in Financial Planning, or equivalent (or working towards)
  • Strong analytical and report writing skills
  • Knowledge and experience of all areas of financial planning

Pay: £35,000.00-£45,000.00 per year

Benefits:

  • Private medical insurance

Work Location: Remote

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