Paraplanner Flexible working
2 weeks ago
Recruit Wealth is excited to represent a highly successful and rapidly growing national Financial Planning company that is currently seeking experienced Paraplanners to join their offices throughout the UK.
Specializing in providing pensions and investment advice to private clients, ensuring financial security through expert guidance.
Working closely with financial advisers and team members, you will help prepare recommendations following company guidelines, maintain client records, research and analyze products for clients, and create suitability reports and reviews to meet client needs.
- Ensure recommended funds align with client risk profiles.
- Review new contracts and changes in product terms to find suitable solutions for financial adviser recommendations.
- Maintain 'backoffice' procedures.
- Conduct annual reviews for existing clients, researching, analyzing, and making recommendations as needed.
- Interact with clients via phone and in person.
Must have excellent knowledge of financial planning key areas such as trusts, taxation, pensions, protection, and investments. Proficiency in MS Office, especially Excel, is required. Familiarity with industry-specific software is a plus.
Flexible working options - Office/Home - Hybrid
~25 days holiday, Birthday off, and bank holidays - Additional holiday days based on tenure
~ Annual salary review
~ Annual bonus
~ Staff recognition awards
~ Health Insurance
~ Pension plan
~ Path to becoming a Financial Adviser if desired.
Our client provides genuine career growth opportunities with supportive and accessible management. While remote/hybrid work is available, candidates must be located within a reasonable distance from regional offices.
Recruit Wealth has been a long-standing supporter of this company, recognizing their high staff retention rates and outstanding reputation in the Financial Services sector. To apply, please reach out to Recruit Wealth for a prompt response.
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