Paraplanning Professional

3 weeks ago

Grimsby, North East Lincolnshire, United Kingdom Recruit Wealth Ltd Full time
Key Responsibilities

As a Paraplanning Professional, your key responsibilities will include:

  • Preparing comprehensive financial planning reports presented to clients by planners;
  • Supporting planners by researching products and finding suitable solutions for clients;
  • Maintaining accurate and compliant client records on company software;
  • Processing illustration requests;
  • Staying up-to-date with financial products and legislation;

With a competitive salary range of £30,000 - £35,000 per annum, you will have the chance to grow and develop your skills in a dynamic and supportive environment. We offer a range of benefits, including paraplanning bonuses, 25 days' holiday plus bank holidays, birthday off, annual salary review, staff awards, study support for professional industry exams, Adviser Academy (optional), progression opportunities, holiday purchase scheme, life assurance, private pension, corporate eyecare cover, and more.

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