Financial Planning Specialist

3 days ago


Wymondham, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Location:

Salary: £35,000 - £40,000

We are seeking a skilled Paraplanner to join our team at Recruit UK. This is an exciting opportunity for a motivated and experienced individual to play a central role in the financial planning process.

Our client is an established finance firm that prides itself on delivering high-quality services to high net worth and ultra-high net worth individuals across the region. With over 10 years of experience, they have built a strong reputation for excellence.

Key Responsibilities:

  • Report writing
  • Prepare recommendations; complete / send documents, application forms, suitability reports
  • Fact finding and reviewing the market
  • Be a key point of contact to clients with technical queries
  • Team working; work alongside a financial planner, compliance manager and administrator to ensure the highest quality of work
  • Compliance: Maintain client records and update to keep an effective audit trail, ensure company procedures are adhered to, and ensure compliance with FSA regulations

Benefits:

Our client offers a range of benefits to its employees, including a competitive salary, opportunities for professional development, and a supportive work environment.



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