Financial Planning Assistant

3 hours ago

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

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

Key Responsibilities:
  • Assist Planners in preparing Financial Planning Reports for clients.
  • Conduct research on financial products to find suitable solutions for clients.
  • Support with reviews and customer requests, acting as a point of contact for clients.
  • Arrange for plans to be submitted to provider companies.
  • 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.
  • Ensure compliance with company and industry guidelines.
What We Offer:
  • A competitive salary (up to £40,000 per annum) dependent on experience and qualifications.
  • Benefits including 25 days holiday, Bank Holidays, Birthday Leave, and more.

This is an excellent opportunity for a motivated and detail-oriented individual to develop their career as a Paraplanner in a successful and established Wealth Management firm.

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