Associate Paraplanner

Job Title: Associate Paraplanner

Industry: Financial Services

Location: Kettering

Salary: up to £35,000 DOE

Job reference: 10325

Recruit UK is working on an exciting opportunity for an experienced Associate Paraplanner to join a successful and growing wealth management firm at their Kettering office.

As an Associate Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience.

• Prepare annual review packs and documentation for client meetings
• Draft suitability reports and associated recommendation documents using templated frameworks
• Carry out research on products and providers
• Build and maintain cashflow models to support financial planning advice

• Salary up to £35,000 (dependent on skills, qualifications, and experience)
• Private medical insurance
• 25 days' annual leave + 3 days Christmas closure
• Generous pension contribution
• Life assurance
• Health cash plan
• Performance bonus
• Employee Assistance Programme
• Excellent career progression opportunities

• Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services
• Holds a minimum of 2 RO exams
• Strong organisational skills, with the ability to plan and prioritise effectively