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Paraplanner

3 months ago

Bracknell, United Kingdom Recruit Wealth Ltd Full time
Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for. They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
What will your role entail?
* Accurately prepare suitability reports and letters
* Ensure all client work is compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Complete technical research as part of the existing arrangement review process
* Perform tax planning analysis
* Produce and analyse cash flow modelling
* Understand clients’ overall financial position from independent financial adviser fact finds
* Discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the required suitability checks
* Ensure all client queries are appropriately investigated and accurate responses given
* Conduct annual reviews in line with service level agreements
* Keep up to date with all relevant product, legislative, and technical changes
* Attain and maintain a level of competence as required
* Ensure relevant continuing professional development (CPD) is maintained and recorded accurately
What credentials will you have?
* Experienced Paraplanner - ideally with 2 years+ in the role
* Able to 'problem solve’ and formulate solutions.
* Level 4 Diploma ideally or very nearly qualified
* Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
* Attention to detail, with excellent written and verbal communication skills.
* Strong professional interpersonal skills dealing with both advisers, colleagues and clients, with the aptitude to quickly build rapport.
* Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific computer applications.
* Ability to work on own initiative with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.
Benefits of joining the business
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
Share options
Staff awards
Study support for professional exams
DIS
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.
Please note: 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