Financial Planning Assistant

17 hours ago


Marlborough, Wiltshire, United Kingdom Reward Recruitment Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Planners in delivering exceptional client service.

Key Responsibilities:
  • Assist Planners in creating comprehensive Financial Planning Reports for clients.
  • Conduct research on financial products to identify suitable solutions for clients.
  • Support with reviews and customer requests, acting as a primary point of contact for clients.
  • Coordinate the submission of plans to provider companies.
  • Maintain accurate and compliant client records on our software.
  • Prepare client review packs and illustration requests.
  • Stay up-to-date with financial products and legislation to ensure compliance.
What We Offer:
  • A competitive salary (up to £40,000 per annum) dependent on experience and qualifications.
  • Benefits including 25 days holiday (rising with length of service), Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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