Paraplanner Specialist
1 week ago
Role Overview
">We are seeking a skilled Paraplanner to join our team at Recruit Wealth Ltd. As a key member of our regional hub in Grimsby, you will play a vital role in supporting our planners in delivering high-quality client service.
">About Us
">Our company is a leading provider of financial planning services, with a strong presence in the UK market. We are private equity backed and have a reputation for excellence in the industry.
">Key Responsibilities
">This role includes:
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- Supporting planners in preparing comprehensive financial planning reports for client presentations;">
- Researching products to identify suitable solutions for clients;">
- Assisting with reviews and customer requests, as well as acting as a point of contact for day-to-day queries;">
- Managing the submission of plans to provider companies;">
- Maintaining accurate and compliant client records on our software;">
- Preparing client review packs and illustration requests;">
- Staying up-to-date with financial products and legislation;">
- Ensuring compliance with all company and industry guidelines, rules, and regulations.">
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Requirements
">To succeed in this role, you will require experience in a financial advice firm, with excellent paraplanning and report writing skills. A diploma qualification is desirable but not essential.
">What We Offer
">We offer a competitive salary of approximately £25,000 - £30,000 per annum, depending on experience. In addition, we provide a range of benefits, including professional development opportunities and a supportive team environment.
">About This Role
">This is an exciting opportunity to join a dynamic team at Recruit Wealth Ltd. As a skilled Paraplanner, you will play a vital role in delivering exceptional client service and contributing to our company's success.
