Wealth Management Paraplanner

2 weeks ago


Laughton en le Morthen, Rotherham, United Kingdom Recruit Wealth Ltd Full time
Wealth Management Paraplanner Role Available

At Recruit Wealth Ltd, we are looking for a highly motivated and skilled Wealth Management Paraplanner to join our team. As a Wealth Management Paraplanner, you will play a crucial role in supporting our financial planners to deliver exceptional service to our clients.

Your primary responsibilities will include writing financial planning reports, researching products, and maintaining accurate client records. To be successful in this role, you will need to have experience in a financial advice firm, possess strong report-writing skills, and be proficient in using IO/Intelligent Office. You should also have a diploma qualification or relevant experience and skills. Additionally, you will need to be able to produce business correspondence with high accuracy and have confidence in using IT and office software packages such as Word, Excel, and PowerPoint.

This is an excellent opportunity to work with a leading financial services company and earn a competitive salary of £35,000 per annum, plus quarterly paraplanning bonuses, 25 days holiday plus bank holidays, and a range of other benefits including study support for professional industry exams, Adviser Academy opportunities, and progression within the company.


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