Paraplanner

1 week ago

Huddersfield, Kirklees, United Kingdom Reward Recruitment Full time £35,000 - £40,000 per year

Paraplanner

Rotherham

c. £35,000 to £40,000 plus benefits

Are you open to developing your career as a Paraplanner, with an established and expanding regional  Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.

The role comes with a competitive salary (c. £40,000 per annum) dependent upon experience and  qualifications, with excellent benefits and the best team environment.

The key duties of the role will include:

  • Writing Financial Planning Reports that our Planners present to clients.
  • Supporting the Planners by conducting research on products and helping find the right solutions for  our clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to  deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firm's files are well  presented, accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

For further information please send your CV to  or contact Stuart directly to discuss the opportunity on

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