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Paraplanner - Hybrid/flexible Working

4 months ago

Milton Keynes Buckinghamshire, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management 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 Milton Keynes regional hub, one of 40+ national offices.
They are award winning and recognised as one of the largest, prominent names in the Financial Services industry.
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.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Illustration requests.
Keep up to date with financial products and legislation.
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.
Confident with IT and financial services software packages, intelliflo/IO would be desirable.
25 days holiday plus bank holidays
~ Annual salary review
~ Staff awards
~ In-house academy, professional development
~ Holiday Purchase Scheme
~ Life Assurance
~ Pension
~ The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
Please apply to us here at Recruit Wealth for an immediate response.