Financial Planning Specialist

4 weeks ago


Birkenhead, Wirral, United Kingdom Recruit Wealth Ltd Full time

Role Overview

The Paraplanning Team at Recruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their regional offices. This is an exciting opportunity to work with a well-established, trusted brand that has secured Private Equity backing.

Main Responsibilities

  • Prepare pre-approval documentation and suitability reports, ensuring recommendations are researched and signed off by Compliance, Technical, and the Investment Team where necessary.
  • Provide accurate, timely, and compliant suitability reports.
  • Utilize technology to produce accurate solutions for clients.
  • Carry out relevant financial calculations on behalf of the advisers.
  • Proactively develop skills and understanding of industry changes.
  • Ensure all advice documentation is compliant with FCA guidelines and additional compliance requirements.

About the Role

This is a key position within the national paraplanning team, working closely with the Paraplanning Team Leader, Adviser Support Managers, and established teams of existing Paraplanners.

Requirements

To be successful in this role, you will have a strong understanding of financial planning principles and excellent technical skills.



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