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Paraplanner

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Winchester regional hub, one of 40+ national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

Responsibilities

  • Writing financial planning reports that planners present to clients.
  • Supporting the planners by conducting research on products and helping find the right solutions for clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

Role Requirements

  • Experience in a financial advice firm and Paraplanner/report writing skills is essential.
  • Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
  • Experienced in using IO/Intelligent Office
  • A reliable individual who has the ability to manage and prioritise workloads.
  • Outstanding communication skills at all levels.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Analytical and problem-solving skills.
  • Experience of working as part of a team.
  • Excellent organisational and multi-tasking abilities are essential.
  • Flexibility/ adaptability to cope with change.
  • Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

  • Paraplanning bonuses
  • 25 days holiday plus bank holidays
  • Day off for your Birthday
  • Annual salary review
  • Staff awards
  • Study support for professional industry exams
  • Adviser Academy if desired
  • Progression
  • Holiday Purchase Scheme
  • Life Assurance
  • Private pension
  • Corporate Eyecare cover

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Winchester, Hampshire | Salary: 38000 - 45000 per year | Job type: Permanent | Posted: 22/10/2024

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