Paraplanner - Financial Planning Specialist

5 days ago


BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time £45,000

Job Title: Paraplanner - Financial Planning Specialist

Job Type: Full-time

Industry: Financial Services

Location: Somerset

Salary: up to £45,000

About the Role:

We are seeking an experienced Paraplanner to join our team at Recruit UK | Certified B Corp™. As a Paraplanner, you will play a crucial role in supporting our financial planning practice by preparing and following up on client projects, delivering exceptional ongoing aftercare, and ensuring compliance with regulatory standards.

Key Responsibilities:

  • Prepare and follow up on client projects, ensuring timely completion and high-quality results.
  • Deliver exceptional ongoing aftercare to clients, building strong relationships and ensuring their needs are met.
  • Prepare regulatory packs, issue appointment emails/letters, and complete research using various tools for comparison purposes.
  • Present findings and recommendations to clients, using clear and concise language.
  • Write suitability letters and recommendations, ensuring compliance with regulatory standards.
  • Follow up with process transactions to ensure compliance with regulatory standards.
  • Manage new business files, platform management, transfers in and out, and arrange appointments and online meetings.
  • Optimize Intelliflo back-office software to ensure efficient and effective operations.

Requirements:

  • Level 4 qualified or working towards.
  • Excellent IT, communication, and organizational abilities.
  • Skilled financial professional with an understanding of advice software and systems.
  • Advantageous to have Interflow Office, FE Analytics, and other platform experience.

About Us:

At Recruit UK | Certified B Corp™, we specialize in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are committed to providing exceptional service and support to our clients and candidates.



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