Paraplanning Expert

3 weeks ago

Wilmslow, Cheshire East, United Kingdom Recruit UK Full time

About the Role

We are seeking an experienced Paraplanner to join our prestigious team at a leading Chartered financial planning firm in the UK. As a Paraplanning Expert, you will play a crucial role in delivering premier financial advice and exceptional client service.

Key Responsibilities

  • Provide high-quality technical support to our financial planners, ensuring that client financial plans are accurate and up-to-date.
  • Develop and maintain expertise in financial planning software, including Voyant, Curo, Dynamic Planner, FE Analytics, O&M Pension Profiler, Assureweb, and Defaqto Engage.
  • Collaborate with our team to deliver exceptional client service, responding to client inquiries and resolving any issues in a timely and professional manner.
  • Contribute to the development of new business opportunities, working closely with our financial planners to identify and pursue new leads.

Requirements

  • First-class technical expertise with knowledge of the difference between financial planning and financial advice.
  • Ideal level 6 qualification (Chartered/Certified) or exceptional level 4 candidates with relevant experience.
  • At least 3 years of experience in a Paraplanning role at a financial planning firm.

About Us

Recruit UK is a specialist financial services recruitment agency, bringing unique expertise, insight, and connections to the financial services industry. We are committed to providing a holistic approach to career happiness, taking into account the whole of the UK with a local touch through our regional teams.

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