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Assistant Paraplanner

3 months ago

Bristol UK, South West England, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you ready to elevate your career in financial planning?


Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities of financial planning. As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.


Your Role:

  • Manage existing policy information, including issuing letters of authority and obtaining policy details through various means.
  • Create new business illustrations using top-tier software.
  • Assist in preparing analyses and comparisons for Paraplanners and Advisers using financial planning tools.
  • Coordinate the acquisition of necessary application forms and paperwork.
  • Maintain accurate data records on company systems, adhering to our procedures and achieving departmental KPIs.


Ideal experience:

  • Progression towards a Regulated Diploma in Financial Planning (CII).
  • A strong understanding of the Financial Planning process.
  • The ability to work independently, prioritise tasks, and demonstrate a proactive attitude.
  • Proficiency in Microsoft Office, X-Plan, Iress, and other software tools. (desirable)
  • Excellent communication skills, both verbal and written.


Benefits:

  • Enjoy 25 days of holiday with an option to purchase more.
  • Benefit from a flexible Hybrid WFH/Office arrangement, with equipment provided.
  • Life Assurance (x4 salary), generous company pension (10% contribution), Private Health Insurance.
  • Employee Wellbeing Assistance Programme, Season Ticket Loan, Share Incentive Scheme, Access to Financial Advice, and a Discretionary Bonus.


Take the next step in your career with a company that values your growth and wellbeing. Apply now and be part of a team that makes a difference.


REF: 9133

Location: Bristol (hybrid)

Salary: Up to £29,000