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Paraplanner - Hybrid/flexible Working

4 months ago

Liverpool, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.
Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
Ensure all recommended funds are suitable for a client’s risk attitude.
Reviewing both new contracts and alterations in product provider’s terms, identifying suitable solutions for product recommendations to financial advisers.
Maintaining company procedures for the 'backoffice’.
Undertake annual review for existing clients, researching, analysing and making appropriate recommendations where applicable.
Dealing with clients both on the telephone and face to face.
Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific computer applications.
Flexible working - Office/Home - Hybrid
~25 days holiday and a day off for Birthday plus bank holidays - Holiday increase for years accrued
~ Annual salary review
~ Annual bonus
~ Staff awards
~ Health Insurance
~ Pension
~ Progression to Financial Adviser if desired

Our client offers genuine career opportunities for all their staff with excellent management who are always approachable, friendly and on call for further support.
Whilst home/hybrid working is offered, you must be within a commutable distance to their regional offices.
Recruit Wealth has supported this business for many years, we hold them in high regard with their staff retention and reputation across the Financial Services industry.
Please apply to us here at Recruit Wealth for an immediate response