Wealth Management Paraplanner

2 weeks ago


Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

At Recruit Wealth Ltd, they strive to deliver exceptional financial planning services to clients across the UK. As a leading national financial planning business, they offer a range of expertise across financial planning, wealth management, investment management, and professional services.

This newly created Paraplanner role is located in their Winchester regional hub, which is part of their network of 40+ national offices. The company has received numerous awards and is highly respected in the Financial Services industry.

Key Responsibilities:
  • Develop and present comprehensive financial planning reports to clients.
  • Collaborate with planners to conduct thorough product research and find suitable solutions for clients.
  • Ensure accurate and compliant client records are maintained using company software.
  • Presentation of complex financial products and staying updated on relevant laws and regulations.
Requirements:
  • Background in a financial advice firm and ability to create engaging reports.
  • Diploma qualification is preferred, but consideration will be given to candidates with relevant skills and experience.
  • Proficiency in IO/Intelligent Office.
  • Strong business correspondence and proofreading skills.
  • Familiarity with IT and office software packages Word, Excel, PowerPoint.
Benefits:
  • Generous holiday entitlement including bank holidays.
  • A dedicated birthday off.
  • Ongoing annual salary reviews.
  • Awards for staff excellence.
  • Professional development support.
  • Opportunities for career advancement.
  • Employee life assurance and private pension schemes.
  • Corporate eyewear cover.

The estimated salary range for this role is £28,000-£35,000 per annum, taking into account the UK cost of living and industry benchmarks.



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