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Financial Planning Assistant

2 months ago

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

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

Key Responsibilities:
  • Conduct research on financial products and assist in finding solutions for clients.
  • Support Planners in preparing financial planning reports and presentations.
  • Assist with client reviews and requests, and act as a point of contact for day-to-day queries.
  • 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.
  • Comply with company and industry guidelines, rules, and regulations.
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 organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.