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Paraplanner (Financial Planning)

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time £37,000 - £45,000

Job Title: Paraplanner (Financial Planning)

Company: Recruitment22

Job Type: Full-time

Location: Hybrid (3 days in office, 2 days remote)

Job Description:

We are seeking a skilled Paraplanner to join our team at Recruitment22. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in Wolverhampton.

Key Responsibilities:

  • Assist in the preparation of financial plans and reports
  • Conduct research and gather data to support financial planning decisions
  • Develop and maintain relationships with clients and stakeholders
  • Collaborate with the team to achieve business objectives

Requirements:

  • Previous experience as a Paraplanner or in a related role
  • Strong knowledge of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Hybrid working arrangement
  • Study materials and exams paid for to achieve Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Internal training and accreditation scheme
  • Yearly bonus linked to company profit
  • 25 days holiday plus bank holidays
  • Pension
  • Private Health Care after successful completion of probation period
  • Private Medical Insurance cash plan covering additional areas including dental/opticians

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application to Recruitment22.