Paraplanner

2 weeks ago

Grimsby, North East Lincolnshire, United Kingdom Recruitment 22 Limited Full time £40,000 per year

Paraplanner | Grimsby (Only 1 day in the office per week) | £40,000 

A growing financial advice firm is seeking a Paraplanner to technical support advisers with research and suitability report writing.

The role:
  • Working closely with advisers to deliver compliant, high-quality advice, including:
  • Writing financial planning and suitability reports
  • Researching products and preparing illustrations/recommendations
  • Preparing review packs and maintaining accurate client records
  • Assisting with client queries and plan submissions
  • Staying up to date with products, legislation, and compliance requirements
  • Ensuring files and documentation are accurate, well-presented, and compliant
The person:
Experienced in paraplanning with strong technical and report-writing skills. Diploma qualified (or working towards) is desirable. Highly organised, reliable, and client-focused with excellent written and verbal communication. A proactive team player with strong problem-solving and analytical skills.

The benefits:
25 days holiday (plus bank holidays) | Holiday purchase scheme | Exam support and paid study | In-house training academy | Annual salary review | Day off for your birthday | Life assurance & pension | Clear progression opportunities, including Adviser route.

Unsure if you should apply? Or you don't have a CV?
No problem Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply.

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